torsdag den 9. oktober 2014

Henry Kissinger: World Order.. Every part of the world is redefining itself..

I found below interview very interesting……Kissinger offers a concise analysis of the world and where it's heading…

 

The world is REDEFINING – these periods of redefining means increase in tension and higher volatility. China/Russia now forming strong anti-US and anti-USD alliance, an alliance which is widening in size and impact as China increases its presence not only in Africa but also in Club Med infrastructure investments….

 

The new world order means less US dominance, a gradual weakening of reserve currency advantages and trade areas away from from Europe and the US….. add to this the must needed fight against radical Islamism' and we have potential for geopolitical risk finally becoming part of risk assessment and return, but do read the Charlie Rose interview link below w. Kissinger..

 

http://www.businessweek.com/articles/2014-09-11/henry-kissinger-on-putin-ukraine-syria-and-islamic-state

 

This is one of the most chaotic periods that I know about. Every part of the world is redefining itself. Some internally—like China. Some externally: The European system hasn't dominated the world; it's been abandoned in Europe. And the U.S. is moving into a new period in which the dominance enjoyed in the immediate postwar period economically is no longer there. On the other hand, we are still the central element in creating a new order. Without our participation, it's difficult to see how a new system can emerge in most parts of the world.

 

http://www.amazon.com/World-Order-Henry-Kissinger/dp/1594206147

 

Finally,

 

Let me add a chart from my presentation:

 

 

 

 

Med venlig hilsen  |  Best regards
Steen Jakobsen  |  Chief Investment Officer

 

Saxo Bank A/S  |  Philip Heymans Allé 15  |  DK-2900 Hellerup
Phone: +45 39 77 40 00  |  Direct: +45 39 77 62 23  |  Mobile: +45 51 54 50 00

 

Research: http://www.tradingfloor.com/traders/steen-jakobsen

Please visit our website at www.saxobank.com

 

This email may contain confidential and/or privileged information.
If you are not the intended recipient (or have received this email
by mistake), please notify the sender immediately and destroy this
email. Any unauthorised copying, disclosure or distribution of the
material in this email is strictly prohibited.

Email transmission security and error-free status cannot be guaranteed
as information could be intercepted, corrupted, destroyed, delayed,
incomplete, or contain viruses. The sender therefore does not accept
liability for any errors or omissions in the contents of this message
which may arise as a result of email transmission.

Ingen kommentarer:

Send en kommentar