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Date Joined Nov 2004
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Posted 12/14/2009 5:05 PM (GMT +8)

Please see our latest Five Corners - Global, in which we look at how troubles in the Middle East may change the investment environment in 2010, leading to a rotation away from “price monetizers”. Charles notes that investors from all sides of the philosophical spectrum have managed to enjoy gains this year--but that such a trend is unlikely to persist much longer. Arthur and Louis consider China's likely new growth drivers as exports lose steam, and the current demographic sweet spot fades away. And finally, Gavin writes about rising sovereign debt fears, and the impact for Europe and the Euro.

This is the link of the published research.

Five Corners Global - Vol. 10, Issue 25

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