Posted by: Armel | October 20, 2008

A Thought on Market Insulation


Although, I haven’t seen all the evidence- So i’m not 100% certain this applies everywhere- it seems that Insulated Economies are going to do better while recession hits the rest of the West. African and Middle Eastern economies that are relatively less reliant on the G7 for growth should be OK ( apparently..)

As of now, countries without heavy foreign investment in their stock exchanges are still up for the year. Does it means that Insulated Economies are better off ? It certainly indicates that Insulated markets in the face of a global recession can be less affected.

But it should be noted that Insulation during global prosperity hampers growth, and can possibly put a country at a stand still while everyone else is leaping.

In other words, pick your poison.

Armel Njeunou


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