U.S. equities will be higher.We think the markets are still gonna rally,says Michael Yoshikami of YCMNET Advisors,and the emerging markets are gonna continue to do well with their commodities.Singapore is the Switzerland of Asia.
We think Brazil is still an impact story.There is enough appetite for Latin America from U.S. companies.You can't put everything in Asia.Brazil is gonna continue to be a major trading partner with China,and that's gonna drive that economy.U.S. companies see a slow GDP story in the U.S.
Gold will reach 2,000 dollars an ounce.You buy gold for scepticism about the markets and as an inflation hedge.Food is going to be huge in demand.Commodities need to be part of an investor's portfolio,in Mr.Yoshikami's opinion.
YCMNET Advisors is a wealth management firm located in Walnut Creek,California.It was named one of Barron's Top 100 Independent Advisors for 2010.
iShares MSCI Brazil Index Fund(EWZ)
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