Global economic trends: what you need to know

Economist Stephen Roach has travelled the world in the last few weeks investigating the march of globalisation and noting the major trends which will affect your investments. This is what he found.

In the past seven weeks, I have circled the globe so many times, my body has lost track of time zones. My recent travels have taken me to Japan, South Africa, the Middle East, Singapore, Hong Kong, China, and Australia. Extensive meetings with business executives, investors, policy makers, and senior government officials in all of these countries cast the global debate in a very different light. Several economic trends I noted on these travels strike me as most important.

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