Report Detail Summary

The Global Economy in Perspective

May 27, 2008

While longer term, the steps to shore up the county’s infrastructure and to clean up the environment will be beneficial to China and the world economy, the short term impact will be negative. Yet the political pressure, both at home and from abroad, will be such that the Chinese authorities will have to proceed with the improvements.

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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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