Investments

Market Review: London February 2009 Commentary

Monday 16th of February 2009

The Myth of Decoupling

If the Japanese government’s manufacturing industry surveys are to be believed (and they usually should be), Japanese industrial production will have fallen by a third between the end of September 2008 and the end of March this year, a situation that will have resulted in production falling all the way back to levels not seen since 1983, before the...

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