Related by context. Frequent words. (Click for all words.) 77 rebalance 58 rebalanced 53 asset allocation 52 imbalances 51 deleveraging 49 disinflation 48 diversification 47 readjustment 46 monetary policy 45 monetary tightening 45 tighter monetary 44 reallocation 44 emerging economies 44 volatility 44 shift 44 decoupling 44 outperformance 43 reorientation 43 repricing 43 weightings 43 weighting 42 reordering 42 unwinding 42 diversifying 42 shifts 42 capital inflows 42 SWFs 41 reinvestment 41 revaluation 41 macroeconomic 41 monetary easing 41 pullbacks 41 correction 40 indexation 40 deflationary 40 reversion 40 revalue 40 BRIC countries 40 pullback 40 structural reforms 40 BRICs 39 currency peg 39 central bankers 39 G7 39 quantitative easing 39 renminbi 39 deceleration 39 protectionism 39 stimulus packages 39 simplification 39 tightening monetary 39 revaluations 38 shifting 38 equities 38 drawdown 38 inflows 38 currency manipulation 38 protectionist measures 38 macro 38 changes 38 stabilization 38 QE 38 adjustment 38 economies 38 surpluses 37 bearishness 37 inflation 37 deflation 37 tighten monetary 37 PBoC 37 expansionary 37 Currencies 37 Diversification 37 risk aversion 37 upward revisions 37 OTC derivatives 37 RBNZ 37 iShares 37 Basel III 37 currencies 37 GDP 37 rejig 37 currency 36 downside risks 36 ETFs 36 destocking 36 cyclical 36 sovereign wealth funds 36 balancing 36 decouple 36 Tanigaki 36 smoothing 36 realignment 36 redefinition 36 decelerating 36 divergence 36 Treasury Secretary 36 reforms 36 Geithner 36 repositioning 36 BRIC