I think I understand what he's saying but what impact does that have on non-globalized firms? Opportunity for local firms?
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Heavier hitters not getting involved far from home so a general slow down?
End of conversation
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@UrbanLandInst "I would say borrow now, borrow long, and keep some powder dry." Dang.Thanks. Twitter will use this to make your timeline better. UndoUndo
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De-globalization? Not as long as pension/sovereign funds exist. But higher interest rates could sure end his party.
Thanks. Twitter will use this to make your timeline better. UndoUndo
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Think about what this means for Manila, Kigali, Phnom Phem, and the like...
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