China:
the equity market: more volatile and could see a potential correction
financial reforms will become particularly important to determine the Chinese economy's future performance
Oil and commodity prices:
little optimism
unless the OPEC decides to cut supply, hedge funds will continue to short
The EU (especially the eurozone):
disappointment from the ECB
there will be limited recovery or even no recovery
the political conflicts in Europe
The UK:
the economy is recovering; however, the government budget remains as a big issue
The US:
the economy is recovering
the US Fed may choose to raise rates next year
the US government debt is a big issue
Japan:
the economy is very domestically focused
trade partner is China. The slowdown of the Chinese economy will affect the Japanese economy
The emerging markets:
the emerging markets' development is slowing down
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