Are we underestimating global growth?

Hong Kong-based investment strategist at BNY Mellon Investment Management Simon Cox shares his optimistic outlook for growth in the US, China, India and Japan.
Simon Cox, managing director and investment strategist, BNY Mellon Investment Management.
Simon Cox, managing director and investment strategist, BNY Mellon Investment Management.

Q You and your team are more optimistic than the market consensus on growth in the world’s biggest economies. Between now and 2020, you’re calling for annualised GDP growth in Japan of 2%, 3% in the US, 7% in China, and 8% in India. But why now what’s changed

A The most obvious thing is that Asia’s biggest three powers China, India, and Japan have secure, confident governments. They are all talking a good game on reform. Shinzo Abe could become the longest-serving prime minister of Japan since the 1970s. Narendra Modi’s election delivered a stable majority. And Xi Jinping has consolidated power more quickly than many expected. Put...

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