04/09/2015
Which signals should be extracted from the noise to understand what’s coming? This recent McKinsey article contains estimated shifts (2015-2025) regarding:
-GDP
-interest rates
-oil prices
-populations growth
Is weak growth in advanced economies going to undermine the will to open more politically sensitive markets and sectors? To what extent will inadequate infrastructure or restrictive markets stall growth in emerging countries? How will falling commodity prices complicate efforts to diversify commodity-driven economies?
http://www.mckinsey.com/Insights/Strategy/Shifting_tides_Global_economic_scenarios_for_2015_25?cid=other-eml-alt-mip-mck-oth-1509&hash=65142ba8-da17-44a6-a9d2-6a665886bbc5