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…
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…