Gosling's Grouse: Is the wall of worry easing?

GROUSE

So that's one problem sorted out, or sort of sorted out. We know who the next president of the world's largest economy is - the bloke who's been doing it for the last four years.

You may not have cared too much who won the US presidential election but it was one of those factors on the list of uncertainties overhanging markets. “You can knock that off the list,” as Markus Bachmann, founder of specialist resources manager Craton Capital said to me over breakfast last week on the morning of Obama’s re-election. And of course he is right. Another ‘worry’ that can soon be crossed off the list is the change of guard at the top of the Chinese Communist Party, which will be completed in the next few weeks. So in the space of a month, two of the biggest political o...