2014 predictions: tapering, China and Japan top factors
The US Federal Reserve’s tapering of quantitative easing is unsurprisingly the single most important factor anticipated to affect the global economy, but structural reform in China and Japan is also tipped to play a major role
David Baran, co-chief executive, Symphony Financial Partners
Symphony sees three major factors influences markets in 2014. Naturally we have a bias towards Asia but even these markets will be greatly affected by the eventual Fed tapering schedule. Fear of tapering caused a mass exodus from emerging market currencies and equities earlier this year. Will the same happen again when the Fed finally tapers? Assuming Janet Yellen is appointed as Fed
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