Monthly Comment - Macro-economics

14.01.2014
Sparinvest’s Chief strategist, David Bakkegaard Karsbøl, gives his views on the latest developments in the world economy in the monthly newsletter. January’s edition looks at – amongst other things – the impact of ‘tapering’, the gradual improvement in the global industrial cycle, fears about China’s credit boom and the relative attractions of different asset classes as we enter 2014.