GoodReturns

Global Rebalancing: The Key Challenge in 2015

Andrew Hunt suggests that two things need to occur in the global economy before damage is done. China needs to be encouraged to export more capital via a liberalisation of its exchange controls and German households need urgently to be encouraged to become rather more risk-seeking.

Andrew Hunt

Wed, Dec 3rd 2014 06:00AM

Diversification - what's the point?

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North Asia and deflation

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Diverging cycles driving FX market

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China's change of tack slows global growth

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Defensive fund gaining traction in New Zealand

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