A world not bereft of opportunities

Thu Jul 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...

TAKE A FREE TRIAL

The full contents of this article are available to active AsiaHedge subscribers and trialists only.

To continue reading please,
take a free trial or subscribe to AsiaHedge.

Subscribe

Subscribers have unlimited access to all current content, including hedge fund performance Live League Tables. Start your subscription today - click on the button below.

Subscribe now