Edition 1 - Power shift: The move from West to East - 21st Century Investment Themes - Fidelity

Edition 1 - Power shift: The move from West to East - 21st Century Investment Themes - Fidelity

At a glance:
  • We are moving from a world with one dominant power to a world with several
  • The dollar's status as international reserve currency is vulnerable
  • Increased interdependence will mean greater international co-operation
  • Emerging market consumption will be a key driver of future global growth
  • BRICs are united in vision, divided in practice
  • Investors could position their portfolios to benefit from the power shift to the East

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