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Morgan Stanley: We Are About To Find Out The Cost Of Remodeling A Global Economy

From zerohedge.com

What’s the cost of remodeling a global economy? What’s the benefit? Ready or not, we’re about to find out. Why? Because geopolitical events are accelerating important secular trends: 1. The “slowbalization” of economic and national interests eating away at globalization; and 2. The shift from a single economic power base and set of rules to a “multipolar world.” While the sell-off in risk markets is getting attention now, our conversations with corporate decision-makers and policy-makers are increasingly taken up with how to deal with these two important and overlapping transitions. These decisions have long-term ... (full story)

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  • Category: Fundamental Analysis