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4min chapter
16 themes driving markets and economies
Podzept from Deutsche Bank Research
The Chinese Economic Recovery and the Return of Volatility
Investment outcomes can be very different if you don't also include the issues that come from quantitative easing, the Chinese recovery, the return of volatility. Leak: The important thing is to have something of a framework that acts as a comparison device between themes so you can see where they bump up against each other and where they suddenly become more important because of current events.
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