- We would like to start with a big picture focussing on the key factors in a number of regions. Key takeaways are: slower growth everywhere for 2013, unemployment stabilising at a high level and inflation likely to remain moderate and even decline somewhat.
- Ranking the regions in order from worst to best on government finances gives us Japan as clearly the worst, then the US, closely followed by the Eurozone and on its own China doing best. Of course there are mitigating and extenuating circumstances, but seen from afar only China looks attractive.
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