Friday, May 15, 2009

Investing "Ins" and "Outs": US led Global Economic Recovery and Decoupling a "Myth"

Fads also do go by the investment world.

Last year, the opinion pages had been dominated by two main themes:

one, that any economic recovery from the present crisis would emanate first from the US and

second, decoupling was a myth.


Chart from Financial Times

Recovery appears to be an ex-US phenomenon.


As for decoupling from the perspective of economic growth...


I guess these experts must have read too much from the rear view mirror.

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