Investing for a future with high inflation

USA Here is a country that is the economic centre of the world. But its position is undermined by government debts that are so high it cannot be repaid. Dollar is the reserve currency, interest rates are so low, consumers still borrow like crazy and they don't make everything but can buy everything. This is because of the generosity of exporting countries like China who buys US government debt, effectively funding these borrowings. With the US Federal Reserve printing money like mad, it would make perfect sense for China to stop shipping monies to the USA and start their own consumption boom. China As China starts spending her large export surplus back home, the demand for raw materials will shoot skywards. They will buy car, houses, furniture and eat more meat, raising the demand for feedstock like corn. Australia China is buying what Australia has in abundance, raw materials. It also has a huge supply of natural gas. A good investment opportunity is the high interest rates Aussie dollar. Singapore She has a huge trade surplus because she is selling to the Asian region. The Singapore dollar and properties are good investments. Hongkong Half her exports goes to China as well as to large economies like Japan and USA. NZ As she moves from agriculture to manufacturing and as she increases her exports to China and Australia, it is poised to boom. Swiss She stayed true to her federal roots and is home to thriving sectors like banking, insurers, drugs and chemical. Norway She is a leading oil exporter and is also flushed with fish, forest and minerals. Netherlands She is the 3rd largest agricultural exporter and enjoys trade surplus. Canada Canada is still doing things the USA has shunned like mining, drilling, extraction, logging and manufacturing. Its banking system is also on sound footing. Investment strategy: 1. Buy dividend paying stock whose customers are getting richer - like GM selling cars to the Chinese. 2. Buy foreign convertible bonds with good yield. 3. Buy gold and ming stocks Sector to invest in for the long term: raw materials, energy, manufacturing, chemicals, agriculture, infrastructure, utilities and technology.