New investment themes for 2009 (1 of 4)

The times are extremely volative right now. No geograhical region, no asset class world over worth investing in with enough liquidity has been spared due to the crisis we are in right now.

As Marc faber pointed out in the latest of his reports, whenever volatility has been more than the average of past recoreded period, say a decade, returns on investments in equities have not been good. Only the saviest of investors are able to wade through all the noise, called volatility.

So, going ahead into 2009, one of the primary questions in front of every investor, trader, speculator is what theme to get into, what to invest into.

Also, I should remind a cliched statement, that in every bull run a new sector has taken the lead to suggest the change in leadership.

So, i intend to write a three part blog, covering the investment themes that can be looked into and invested for the next upsurge in equities, when it starts here in India and abroad.

To cite these themes, I believe

1. Agriculture
2. Energy
3. Precious metals

are the places where fortunes of the next century will be made.

So, see you in next post.

Cheers