If I had some more guts I would be looking for a short plays on all these insurers. All the bad news may already be well priced in already. I wanted to short the builders, financials mid last year but didn’t do it. I would have done very well.
I bet Brazil will continue do very well on commodities going forward. They are now huge producers of soybeans, sugar, metals, etc.
The growing strength of Chinese consumer may keep things OK in China. I was out in Beijing and Shanghai a few months back, saw lamborghini dealers, lots of Audis, big traffic jams. China is becoming a true consumer/car culture. I thinking the Chinese consumer may pick up some of the slack in event of US slowdown.
