Asia Firms and the Global Profit Super Cycle

Author:   Jonathan Garner ,  Morgan Stanley Asia Ltd. ,  Morgan Stanley Asia Ltd. ,  Morgan Stanley Asia Ltd
Publisher:   Palgrave Macmillan
ISBN:  

9781137505439


Pages:   256
Publication Date:   14 January 2016
Format:   Hardback
Availability:   Not yet available   Availability explained
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Asia Firms and the Global Profit Super Cycle


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Author:   Jonathan Garner ,  Morgan Stanley Asia Ltd. ,  Morgan Stanley Asia Ltd. ,  Morgan Stanley Asia Ltd
Publisher:   Palgrave Macmillan
Imprint:   Palgrave Macmillan
Weight:   0.454kg
ISBN:  

9781137505439


ISBN 10:   1137505435
Pages:   256
Publication Date:   14 January 2016
Audience:   General/trade ,  General ,  Postgraduate, Research & Scholarly
Format:   Hardback
Publisher's Status:   Active
Availability:   Not yet available   Availability explained
This item is yet to be released. You can pre-order this item and we will dispatch it to you upon its release.

Table of Contents

List of Exhibits Introduction 1. The Formation of a Global Labour Market and its Consequences 2. The Rapid Development of the EM Middle Class Drives Structural Change in the Global Economy 3. GLITAA Theory, the DM Credit Super-cycle and the Prospects for Further EM Leveraging 4. An Acceleration of Technological Advancement and Adoption 5. A Super-cycle for Corporate Profits Driven by the GLITAA Process 6. GLITAA Theory and Returns on Capital - Four Predictions 7. Putting GLITAA Theory to Work: Structural Change in the Chinese Economy and Equity Markets 8. Is the GLITAA Effect Fading? What are the Investment Implications if it is Sustained? 9. Asian Firms and the GLITAA Theme - Company Profiles Index

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Author Information

Jonathan Garner is Morgan Stanley's Chief Asia and emerging market equity strategist. He joined the Firm in 2006 having held similar positions at Robert Fleming, DLJ International, and Credit Suisse. Earlier in his career, Jonathan worked as an academic in the economics department of the London School of Economics and also spent time on secondment to the International Monetary Fund. He is the author of 'The Rise of the Chinese Consumer', published by John Wiley & Sons in 2005. Jonathan is a well-known commentator and writer on Asia and emerging markets from an economic and financial market perspective and was recently ranked #1 for equity strategy in the 2015 Institutional Investor magazine survey. He holds an MA from Oxford University and an M.Sc. from the London School of Economics. He is married with six children and currently lives in Hong Kong.

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