Pondering ahead of Autumn, especially on China

Jim O'Neill | Goldman Sachs Asset Management | 30 August 2012

I have been doing lots of pondering, and amongst the various topics such as the US election, US fiscal cliff, the vast array of Middle Eastern issues, global food prices, the Euro Area of course, various issues in some Growth Economies and large emerging economies, there is one that has taken up more of my concerns than any other: China.

During August, the S&P reached new marginal four year highs, and man...