At several points in the last year-and-half I thought we were turning a corner and of course we haven't. We see these blips of outperformance, then it continues on its downward trend.

Jose Morales

Categorized in : Company News

I look at forecasts, not just for GDP (gross domestic product) growth but also earnings growth in emerging markets. I will start to believe that perhaps we are at a turning point when I see those downgrades stabilise, it always goes back to growth.

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