Equity

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USD is standing on the shaky grounds and so is GBP. What stands to gain are Asian currencies like that of India and China. This may lead to lot of money being pumped in the these markets and may push the markets up, and governments securities' yields' down.

Also what is interesting is the amount required to take Indian markets to dizzy heights is minuscule when compared to the money which has been infused by different governments. The total FII inflows in Indian in last three months is about 4 Billion dollar, but look at what has happened to the markets. They are up almost 100% from their lows.

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