We present the first half of Goldman’s 100 best charts for 2013. As compilation creator Hugo Scott-Gall notes, “they reflect the interweaving links between key investment themes, and the implications of these for companies, sectors and countries. They include the widening disparity in relative energy costs, the rising cost of growth in emerging markets, the increasing ubiquity of technology in most sectors, the disruptive technologies that are changing how things are made and consumed, the growing influence of governments, and also, the twin challenges of fewer jobs and longer lives.” Among the core themes is the flow of people, goods, ideas and capital around the world. “There are common threads that run through these ideas including the potency of innovation that can disrupt business models and blur sector boundaries, falling rents to labour, and the broadly disinflationary consequences of many of these themes.”
And now, without further ado, we present the shape of the global economy which is ever-changing…
The US is set to enjoy a rising energy price advantage…
…relative to Europe…
…and the rest of the world
Can energy efficiency be a part of the solution?
China’s evolution has broad implications for the world…
China’s changing needs are evident in what it has been buying around the world
What has this meant for global trade?
With demand for foreign investment in China falling, capital needs to find new homes
Consumer behaviour is changing too… both the young and the old
Learned differences?
The job market takes time to adapt
The globalisation of labor
East to West
More in part two….
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via Zero Hedge http://feedproxy.google.com/~r/zerohedge/feed/~3/-BTmwsc79ek/story01.htm Tyler Durden