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These Are The Countries That Will Win And Lose In The New Global Paradigm - Ian Bremmer
"Eurasia Group president and political risk strategist Ian Bremmer, defined by the lack of coherent global leadership to guide international policies and driven by the perception that participating in the economy is playing a zero-sum game."
While I don't put much faith in the always gloomy Mauldin, Bremmer comments are worth reading. And the original article referenced by bee is quite thought provoking. One could quibble with specific country comments, but the bottom line is that demographics have just about sunk Western Europe and Japan. Interesting that a number of his positive economic prospects are in the area of what is often called "frontier" markets.
Comments
Intro by John Mauldin:
http://www.investorsinsight.com/blogs/john_mauldins_outside_the_box/archive/2012/05/08/a-leaderless-world.aspx