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To read the market now, look at value-chain disruption, regulation, tax and currencies
Search begins for approaches that deliver better products, cost efficiency and client engagement
If China suffers a hard landing the fallout could be substantial
Risks posed by investment in fossil fuels and poorly run companies gain attention
Pascal Blanqué and Amin Rajan urge investors to switch to risk-based diversification
Lack of growth means stock market valuations are justified and investors should return to EM