Look to equities and commodities in 2011, says BarCap

A happy new year predicted for equities

The US Federal Reserve's desire to keep monetary policy loose looks like good news for equities, commodities and risky currencies. "Smaller, less developed currencies such as the Swedish krona and emerging markets currencies, are strong. There is plentiful liquidity in these resulting from the loose monetary policy around the world and the structural issues that the larger economies are facing," says Paul Robinson, head of European foreign exchange strategy at Barclays Capital in London.

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