China and other emerging markets could be left behind by Europe and the US as manufacturing nations, says independent research specialist Paul Krake.
Lombard Street Research’s Charles Dumas says the global economy will fall into recession and China won’t be able to help. US equities are best poised to lead investors to recovery.
The research firm's economists argue that Indian growth is slumping while inflation is headed for double digits.
The independent research group has shifted its view of Asian and Japanese equities from positive to neutral, despite the appearance of value.