John Hulsman forecasts 2014’s global politics

John HulsmanIn his latest article for City A.M., John Hulsman gives his counter-intuitive global predictions for macro investing in 2014.

Fundamentally, John states that 2014 “is the year the immense economic power of fracking will become apparent to all, as well as the year emerging markets are finally seen as an enduring and irreplaceable source of global growth in the new era of many powers.”

To put this in context, he believes that fracking is one of the many avenues that will allow for America to remake itself, whilst countries such as India and Mexico seem to be set for a definitive economic leap forward, despite the media’s portrayal of these economies (or lack thereof). John postulates that as such, emerging markets must be separated individually from here on out.

Click here for the full outlook.

 

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