Related by context. Frequent words. (Click for all words.) 49 Klepper Smith 44 economy 43 Downturns 43 exogenous factors 42 Gittell 42 macroeconomic 41 monetary aggregates 40 megatrend 40 Overcapacity 40 macro headwinds 40 commodity prices 39 ITEM Club 39 incipient recovery 39 cyclical downturn 39 macroeconomy 39 financialization 39 economies 39 EMs 38 Julian Zelizer 38 Chindia 38 derisking 38 cyclical 38 Tjornehoj 38 negative externalities 38 capital inflows 38 emerging markets 38 economic 38 Global Insight Lexington 38 exogenous shocks 38 BRIC economies 38 Downside risks 38 FII flows 37 emerging economies 37 protectionist sentiments 37 overweighting 37 Batstone Carr 37 DeKaser 37 valuations 37 payout ratios 37 external imbalances 37 Economically speaking 37 Deleveraging 37 external shocks 37 externality 36 distortionary 36 slowdown 36 Inflationary pressure 36 rapidly industrializing 36 commodity 36 volatility 36 Inflationary pressures 36 valuation multiples 36 Robert Brusca 36 growth 36 FDI flows 36 megamergers 36 Darryl Jenkins 36 Changing demographics 36 macro 36 macro economic 36 inflationary 36 structural imbalances 36 cyclical upturn 36 yuan revaluation 36 TNCs 36 Nominal GDP 36 euroland 35 Kuijs 35 BRICs Brazil 35 Currency fluctuations 35 Aging baby boomers 35 externalities 35 highly leveraged 35 overextension 35 econometric 35 geopolitics 35 Anthony Sabino 35 inflation 35 ruble devaluation 35 TWST What 35 remittance inflows 35 volatilities 35 diversification 35 S. Herold 35 factors 34 BRICs 34 Dan Greenhaus 34 disinflationary 34 geopolitical 34 remittance flows 34 Bjorn Hanson 34 Protectionism 34 sovereign creditworthiness 34 PE ratios 34 economics 34 Seasonality 34 Yesawich 34 exogenous 34 commodities 34 colder winters 34 Potiowsky