For 10 years, Chinese-led growth (low US interest rates) has been good for Latin America & other Emerging Markets. Now troubles in China and US “tapering” will now weigh upon the growth prospects of these regions, especially South America. John Price, Founder of Americas Market Intelligence sees eight drivers that will shape these markets and impact multinational performance in 2014. China could be heading for a debt crisis. If Beijing takes bold defense measures, what happens to its emerging market suppliers? With commodity boom-largess drying up, just how much social unrest will South Americ
|