I agree with the inflation part. Another few key dates are repayment from Greece. Noticed, every time come repayment of huge amount, fear of default comes around and stocks get shaken. But with ecb commitments to loan, this problem may go away. So the issues I face today is, things keep happening and changing. The market is so damn dynamic. I am definitely more confident about the future compared w 2 to 3 month ago.
About a few months ago, I was in Shenzhen and the factory orders were way down. But things have started to pick up again. I do have certain advantages to insights then most people. But I really cannot predict accurately. Why, because when it is about to crack, the govt may throw another life jacket out.
Hope you understand my predicament and dilemma.
Cheers
![Wink](images/smilies/wink.png)