Daily commentary: The global growth slowdown catches India and Australia

The global growth slowdown began in the second half of 2011. I flagged it as a trend last May. At that time, I was saying reduce risk to deal with the slowdown. But that was about it. For the most part, markets have shrugged off this slowing growth with commodities, equities and bonds all doing reasonably well. Only precious metals, emerging markets and European periphery stocks have seen a major correction. When I updated my view in December, my concerns were Europe, China, India and Australia....


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