Washington and Beijing

Jim O'Neill | Goldman Sachs Asset Management | 12 November 2012


Last week was an important news week, at least for the media, for political developments in the US and China. I would question whether anything has materially changed as a result of the US election and the Chinese leadership handover. The stock markets seem to think so – for the worse – but I shall discuss further. Before I do this, I shall give a quick review of other bits and pieces that I have recorded in my little notebook since m...

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