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China faces a Convergence of Challenges

“ The multiple challenges China faces – exacerbated by demographics – are unparalleled in modern history ”   Lake Geneva, July 2014   Abstract: Many observers expected a major Financial Crisis…

Why I see positive growth surprises in 2013

My Outlook for 2013 is more positive than consensus:  Many of us are very concerned about multiple risks, but remember … a) We are still in the phase of aggressive…
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