Richard Koo: China In Lewis Turning Point Golden Era

The market has been beset by calm over the past few weeks, Nomura's Chief Economist Richard Koo writes, but under the surface I see a great deal of pent-up energy waiting to erupt. Much of this eruption could take place in the context of central bank action (or inaction) before the US presidential election.

There are two camps at the Fed: Those concerned about market repression and those who are concerned about the US dollar . . .


This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email and we will get back to you as quick as humanly possible

Saved Articles

Subscribe to our mailing list

* indicates required

Opt out of occasional 3rd party offers