By Krishna Memani, Vice Chairman of Investments
I believe US fiscal deficit and large savings rates in Europe and Asia will keep capital flowing across borders.
With the trade conflict still at the forefront of the geopolitical scene, it has become quite fashionable to say we have reached peak globalization. By that, the prognosticators mean the flow of goods and services will now likely come down. From a political standpoint once again, given the rhetoric across the world - whether it is tariffs in the US, Brexit in the UK and European Union or immigration