Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View [email protected] 28 March 2013 Equities The global rally in equity markets slowed this week, but did not reverse, on continued concerns about the fallout from a poorly executed Cyprus solution. The E...
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capital spending and export data from China show improvement from the weak pace over the summer
US reliance on oil imports as a share of consumption is gradually declining. China’s percentage
since they affect prospects of China co-operating with the West on containment of
and Communist China was under U.S.-led international sanctions for most of its existence.
and further strengthened ties with Iran. Once China was accepted into the World
China provided Iran with civil nuclear technology and machinery
and the South Pars field. Iran is the largest methanol exporter to China
reducing Washington’s ability to place focused attention and pressure on China.” [Rand report]
political and military co-operation with Iran. China has greater economic
making this FX regime choice no longer tenable for China.
followed by Japan and Europe. Inflows to China could be
were either during the event itself (China recession worries alongside capital
Lana. “Whistle-Blower Edward Snowden Talks to the South China Morning Post
Colombia and Germany; countries without such laws include China