The source of capitalism will not be the US, UK or parts of Europe. It will increasingly be countries to the east of where we are currently. I think that was happening in China and over the course of the last 20 years. There was a link between China and the rest of the world that wasn't there 20 or 30 years ago. Think about the changes in say India or parts of Latin America,. again huge changes coming through, which are creating a new form of capitalism.

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