Great piece of research here out of Societe General. Is China, the supposed engine of global growth, actually the biggest risk to the global recovery?
https://ftalphaville.ft.com/lib/data/filecache/attachment/G/l/Global-Strategy-Weekly-06-16-09.pdf
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.