Tag: asia
July 2016
We can now say that June 23rd is a seminal moment in Great Britain’s history. The outcome of the referendum was unexpected and extraordinary. The weight of th...
February 2016
We are in confusing times as the world’s economy adjusts from high to low commodity prices. This adjustment, however, will by the end of 2016 largely have been made and the outcome will be primarily...
December 2015
Apart from the normal and incalculable unknown unknowns, a possible debt explosion or a Putin play, 2016 is likely to see a steady improvement in the economic environment. 2 to 3% growth with near zero inflation is really quite benign....
August 2015
The decline in growth in China is contributing to depressing the prices of commodities and the knock-on effect for Africa, Latin America and even Australia is depressing their economies. The economic pain in Latin America ...