Goldman Sachs themes for 2014: Showtime for the US/DM Recovery Forward guidance harder in an above-trend world Earn the DM equity risk premium,...

James McKay

Goldman Sachs themes for 2014: Showtime for the US/DM Recovery Forward guidance harder in an above-trend world Earn the DM equity risk premium, hedge the risk Good carry, bad carry The race to the exit kicks off Decision time for the 'high-flyers' Still not your older brother's EM... ...but EM differentiation to continue Commodity downside risks grow Stable China may be good enough


James McKay

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