Investment Ideas for the remaining part of 2013

The market is currently high on stimulus from central banks all over the world. Although I have been skeptical about the long term sustainability of this method I think its fair to say it works in the short run. At least for investors. I have decided to exit some investments in advanced manufacturing (Trelleborg and Scania) because of fear that the growth will stay low for a long time. In this environment of stable low growth and high unemployment, high yield should be the right case.  I have found that energy, utilities and telecoms should be able to return dividends in most scenarios. They will become especially appealing in the scenario of higher inflation.
Allocation;
Fortum Corp Finland
TeliaSonera Sweden
BP ADRs
Vimpelcom ADR
Cash in short term debentures. 


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