"España puede dar la sorpresa en 2013"

creen que "España puede dar la sorpresa en 2013", aunque no estoy seguro de lo que entienden ellos por "sorpresa"..

recordar el pasado de las "agencias de calificación" y demás miembros del sistema, que calificaban de AAA (lo mejor) a Lehman hasta justo el momento de su caída ("inesperada").. el que esté interesado que busque la película "Margin call" (sobre las últimas 24 horas de esa firma)..

viene una hecatombe, el consumo en Navidad ha sido un desastre (no se ha movido el dinero), además de las típicas (en ésta "democracia") subidas de todos los gastos fijos -electricidad, transportes..- en enero.. además de la cadena de impagos en cascada.. y una casta que no ha hecho nada para arreglar algo (porque para ellos no hay crisis.. así que mejor que las cosas sigan igual, y de paso seguir cobrando)..

Efectivamente, "España puede dar la sorpresa en 2013"..


Switzerland, Spain top investing recommendations of Morgan Stanley The Corner


Morgan Stanley explained that its “strategy advisers have highlighted Spain as one of the potential surprises in 2013, along other peripheral euro country members.”

Having checked assets’ behaviour in November, Morgan Stanley analysts said Tuesday in an investor note that Europe has overpassed the US, with MSC Europe at +2.6 percent versus S&P 500 at +0.6 percent. The bank’s experts remarked that estimates on profits have improved in Europe to a point that suggests it will not lose further ground in the short and medium term.

As for Spain, Morgan Stanley explained that its “strategy advisers have highlighted Spain as one of the potential surprises in 2013, along other peripheral euro country members.” Spain has been upgraded on economy rankings to the second position–only behind Switzerland–, its best marks since the third quarter of 2009.

“We expect premium risk spreads between core euro countries’ sovereign bonds and peripherals’ to keep decreasing, even down to 155 basis points to 75 basis points if the European Central Bank activates the outright market transaction programme,” the report said.

France fell down to the 12 place, while Germany remained among the top five choices for investment.