@all 17:00 Nov 15, 2015
More concerned with policy here, which does not have to be "politisch," especially considering that there's also political mismanagement and that the document first says "political concerns" - why double up on it?
You sure, Olaf, they are not talking about fiscal and economic policies with that "policy"?
Further down into your document, but same section: "By contrast, there are countries such as Mexico, Malaysia or Indonesia where conditions today are much better than they were during the financial crisis of 2008 and much better than they were during the Asian financial crisis of 1998, yet, their valuations are currently cheaper than they were during those periods."
I think this is about what I stated above, not the political framework. |