Surviving the Great Capital Flood

Despite recent financial market turbulence, the underlying dynamic of the world economy remains essentially unchanged. The big issue is not how to deal with a downturn, but rather how to sustain today’s global boom and the capital flows that go with it.

Despite recent financial market turbulence, the underlying dynamic of the world economy remains essentially unchanged. The big issue is not how to deal with a downturn, but rather how to sustain today’s global boom and the capital flows that go with it. With the world expected to continue growing rapidly, there are excellent investment opportunities that will be funded only if capital continues to move into countries that can use it productively.

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