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    Company & Industry Overviews

    China Is Stabilizing through Policy Support

    OppenheimerFunds Make no mistake, China is a controlled economy where growth can still be manufactured at will. Massive fiscal and monetary stimulus has China going through a “mini” boom with the pace of economic growth stronger and more broad based than what the markets expected. And as China goes, so goes the rest of emerging […]

    By OppenheimerFunds
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    Company & Industry Overviews

    We Are in a New World of Persistent Dollar Strength

    OppenheimerFunds That was then: For the longest time, we insisted that the strength of the dollar was the equalizer in a deleveraging world. If the Fed were to be the only major country in the world raising interest rates, then the dollar would appreciate significantly. Dollar strength would prove to be a headwind to U.S. […]

    By OppenheimerFunds
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    Company & Industry Overviews

    The Cycle Continues, but the Risks Are Rising

    OppenheimerFunds In response to accusations of flip-flopping, John Maynard Keynes purportedly quipped, “When the facts change, I change my mind. What do you do, sir?” With 2017 in full swing, the facts have changed. Since the financial crisis, the global economy has been mired in a slow growth, disinflationary world. We argued that the weak […]

    By OppenheimerFunds
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