die theorie kannst du vergessen. solange sich die aufregung um die euro-staatsschuldenkrise nicht legt, wandert das geld verstaerkt in vermeintlich "sichere haefen", zunehmend auch von europ. investoren.
nur mal zur veranschaulichung>
"Safe haven investments and cash are likely to remain in favor early in 2012 as investors closely monitor efforts to contain Europe's debt crisis and the health of the Chinese economy, which may determine their return to risk.
"... The general outlook is that going into next year, there is going to be a lot of negative factors to watch from the European sovereign debt crisis. The market will remain very sensitive to the developments out of Europe in the beginning of the year," said Kenichi Hirano, operating officer at Tachibana Securities in Tokyo.
"This year's popular word was 'risk-off' or investors shedding risk. Whether the market can switch back to taking on more risk and come back to equities remains to be seen, and the timing of that change will be in focus next year," he added...."
(money.msn.com)
mE kann man davon ausgehen, dass 2012 weiter im schatten der euro-staatsschuldenkrise stehen wird, zunaechst mit fokus auf italien. auch monti scheint zu realisieren, dass er es mit den getroffenenen massnahmen allein nicht schaffen wird...
""A lot of work remains to be done but from this point on, this work has to be done in Europe above all," Monti said.
He said the European Financial Stability Facility, the bailout fund set up by euro zone governments, needs "significantly greater" resources but refused to quantify how much more was required.
...All mechanisms for making the application of this discipline more secure is welcome, provided it is integrated into a comprehensive European economic policy which has more resources to get the euro zone out of its current difficulties and above all promotes growth more," he said...." (money.msn.com)
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