A short essay concerning Mr. Obama and some implications assuming he is elected. (see "papers" section on this blog)
Abstract:
This essay seeks to outline some of likely implications and responses given an election victory by Barack Obama. The main conclusion derived here is an antipodean leaning towards U.S. foreign policy: an “Obama doctrine”, analogous to the Monroe Doctrine of the early 1800s, seeking influence in Africa and Latin America. It seeks to define the broad brush strokes, leaving specific investment strategies to later papers.
(update: the paper is only available via email contact)
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