"Everyone is nominating China & India as the main drivers of international growth but their main consumer is the US and to a lesser extent europe. If these markets dry up (which seems likely)"
When you say the US and Europe will "dry up" what do you mean? That Europeans and Americans go back to living in caves and hunting wild animals?
European economy remains very strong (ECB bias towards tightening interest rates), US economy heading for a mild recession. Americans will still buy sneakers and toys and food and pay the electric bill (i.e. no impact AGS). Some may put off travel/luxury consumption. Keep in mind US per capita income might reduce slightly but its from a very high base. So don't be so alarmist. Selling AGS simply because of a US recession is daft.
AGS Price at posting:
0.0¢ Sentiment: None Disclosure: Not Held
