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from Australia, Norway and other countries have announced interest rate, India also began to tighten monetary policy. In the case of a change at the economic situation, when and how to implement economic measures exit strategy, as the current hot topic. There is a view that to stimulate the economy exit strategy expansionary fiscal policy will become the mainstream recently, investors reduced expectations on inflation.

not see the basis for economic recovery is very solid, mainstream country still to maintain the stimulus support. It can be considered short-term expansionary fiscal spending will not withdraw from the individual is expected to be fastest in Q2 next year, the strong economic recovery after the confirmation will be released after the exit policy.
But the Group of Twenty (G20) Finance Ministers and Central Bank Governors Meeting on November 7 to discuss the end of a two-day,[link widoczny dla zalogowanych],[link widoczny dla zalogowanych], after the release of the communique pointed out that the joint efforts of countries to respond to the crisis,[link widoczny dla zalogowanych], the global economy and financial situation gradually improved, but recovery is still uneven,[link widoczny dla zalogowanych], still depends on the stimulation of policy support, high unemployment is particularly worrying. Participants generally agreed that countries should continue to stimulate policy support, the economy has fully recovered after the cooperation, coordination unconventional way out macroeconomic and financial support policy.
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personal recommendations can be involved: non-ferrous metals.

summary: inflation expectations are still very strong, with the continued depreciation of the dollar currency to U.S. dollar-denominated resources, non-ferrous metals, raw materials and other industries may continue to be optimistic.
Since late September
personal point of view, for reference, pursuant to the stock market at your peril.