Friday, March 30, 2012

Richard Duncann’s Prognosis and 5 year outlook

Turning the Page: The Next Chapter in the Asian Economic Story

Richard Duncan, of Blackhorse Asset Management, discusses the outlook for Asia in light of the deepening global economic crisis. Asia’s Era of Export-Led growth is over. A much more difficult environment lies ahead. A sobering outlook. He believes "bad bad things" will happen in the 5 to 10 year range but until then expect a lot more QE. After that his message is get ready for wealth destruction. Or in the words of the song "arm yourselves because no one else here will save you."

Posted by fubar @ 08:44 PM (1823 views)
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3 thoughts on “Richard Duncann’s Prognosis and 5 year outlook

  • I should have mentioned in the description that his talk begins around nine minutes in to the video.

    It’s about an hour long but is well laid out and his conclusions made me watch the whole thing again.

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  • A gold bug video I think.

    Fascinating. Thanks for posting — what an interesting hour I’ve just spent.

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  • Thanks Fubar. Excellent find and well worth listening to in full.

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