Is it time for investors to go big on India and China? thenationalnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from thenationalnews.com Daily Mail and Mail on Sunday newspapers.
Many commentators and analysts see China as uninvestable and pessimism might have peaked right now. See why the risk-reward ratio is skewed in our favor.
The American economy is running hot now. How long that can be sustained is an open question. But it does give us confidence about the ability of US households and businesses to stay relatively upbeat, which should prevent any mild recession from becoming much harsher.