Jim O'Neill Wants Everyone At Goldman To See These 7 Charts

gsam jim oneill presentation

Photo: Goldman Sachs Asset Management

Jim O’Neill, Chairman of Goldman Sachs Asset Management, is one of the sharpest economists in the world.  He’s the reason why Brazil, Russia, India, and China are referred to as the BRICs.So when he speaks, people listen.

“I passed this around to our own portfolio managers and senior people last week,”  said O’Neill.  “These are just eight slides I selected from a wider deck.”

What follows are O’Neill’s charts with his commentary.

NOTE: Thanks to Jim O’Neill for giving us permission to feature these slides.  You can download them at GoldmanSachs.com.

With China slowing, German exports have slipped across Europe. O'Neill argues that German exports will improve once China's economy picks up again

Here are some charts that he shared with the UK Society of Business Economists

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