Global equity markets remain volatile and the future uncertain. Markets have retreated savagely in the March quarter with most global equity indicies down between 10% and 20%. The key question is when and how to re-enter the markets. In this Five Oceans Thought Piece, we examine this debate and give our thoughts on the current economic environment and some of the flash points.

This Thought Piece addresses the Greenspan Put, the stagflation dilemma and China at a cross road.

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