A world not bereft of opportunities
July 19, 2012
Isaac Souede of Permal Group believes China can weather the world's economic and financial storms
The upcoming presidential elections in the US will have significant repercussions on how the country manages its fiscal deficit, while China’s attempt to re-stimulate its economy could succeed in spurring consumption that could help global economic recovery. In a Q&A with AsiaHedge deputy editor Rodney Diola, Isaac Souede, highly regarded global macro thinker as well as the New York-based chairman, CEO and chief investment strategist of fund of hedge funds behemoth Permal Group, says China can weather economic and financial perfect storms – while a Republican win for the US presidency could serve as a catalyst for significant reallocation back to US equities
What are the key implications of the US presidential elections in November?
Isaac Souede: The result of the US elections will determine how the US addresses its fiscal cliff. If nothing is done, then this fiscal deficit could balloon to $550 billion. The uncertainty over the...
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