A week of marketing meetings can sharpen one’s perspective and extend one’s thinking. This is especially true when discussing China with Brazilian money managers, as Stephen Li Jen and I did last week. China is high on the list of Brazilian concerns along with the upcoming elections, the economy and a host of other issues. One thing not high on the topic list was the World Cup, a sure sign of worry.
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The Nexus Between Global Economics, Politics, Policy and Markets
The nexus between global economics, politics, policy and markets