Report Detail Summary

Around the World in 90 Days : Part II

September 24, 2018

The turmoil in various emerging market economies has rattled global markets in recent weeks and comes at a precarious time for developing economies around the world, investors have started to cast doubt on how long the current period of synchronized global growth can last. The turmoil also paints a bullís-eye on the weakest countries. The yearís selective emerging-market panics are a sign that as liquidity becomes scarcer, developing countries will have to work harder to attract capital. All of which should be a warning for countries to use this moment to shape up. Our analysis suggests a simple way to identify those who are likely to whether the storm and those likely to suffer. Investors need to focus on serious proposals about economic policy initiatives such as spending restraint, debt reduction, tax reform and trade liberalization. A clear monetary policy focused on monetary stability rather than financing profligate spending is what is needed. A focus on the policy mix will allow the investors to separate the winners from the losers and who would recover faster from a speculative attack and or a crisis.

You must have an active account to view these reports. You may register for a trial here

Download Complete Report in PDF Format

Download Complete Report in Word Format

Copyright © 2018 La Jolla Economics All Rights Reserved
Legal Disclaimer - Privacy Policy - Contact Information - Login

The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.

Economic Disturbances and Equilibrium in an Integrated Global Economy

Cocktail Economics: Discovering Investment Truths from Everyday Conversations

Understanding Asset Allocation: An Intuitive Approach to Maximizing Your Portfolio