Report Detail Summary

Intended and Unintended Consequences of Government Policies

March 02, 2011

Policy actions in one country, a large country or region--say the U.S. and/or E.U., will have adverse consequences in other countries, i.e. the emerging markets. The groups adversely affected will increase the political pressure to force their governments to take action. If the situation is not ameliorated, eventually political pressure will build up and change will come.

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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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