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   Investment Thoughts - Quotes on the Fly

Risk Shift from West to East
Quote

 

“While stronger growth is prompting the Fed to consider a tapering of easing, growth indications in China continue to point lower. As economic risks shift from the West to the East, and with China also rebalancing its economy away from the manufacturing sector (…)”.

 

Morgan Stanley, May 2013

17.05.2013