The document discusses the economic outlook for China in 2014, highlighting potential risks and the impact of economic reforms. It emphasizes the importance of currency devaluation and the role of developed economies, particularly the US, in supporting China's growth. The document advises a contrarian investment approach given the prevailing bullish sentiment.
doj/DataSet10/EFTA01451038.pdf
{"title":"GEM Equity Strategy Outlook 2014","key_people":["Michael Spencer"],"document_date":"December 2013","document_type":"other","key_locations":["China","US","Euro-area"],"key_organizations":["Deutsche Bank AG"]}