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Monthly Comment - Macro-economics
Sparinvest’s Chief strategist, David Bakkegaard Karsbøl, gives his views on the latest developments in the world economy in the monthly newsletter. January’s edition looks at – amongst other things – the impact of ‘tapering’, the gradual improvement in the global industrial cycle, fears about China’s credit boom and the relative attractions of different asset classes as we enter 2014.
Read the full monthly comment here