Report Detail Summary

Around the World in 90 Days

December 29, 2011

The outlook for economic growth in the developed world, in particular Europe and Japan, does not appear to be an auspicious one. Add to this the modest growth in North America and it becomes clear that the burden of generating a global expansion will fall squarely on the emerging markets.

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The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.


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