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. With Governments, albeit at glacial speed…
November 2015
We are in the last quarter, the future for North America looks good, Europe confused, China difficult and countries reliant on the production of commodities gloomy. The West and Russia, however….
October 2015
China, which is on everyone’s worry list, is doing exactly what it said it would do, and that is reduce the economy’s reliance on exports and infrastructure building. The country generally is becoming …..
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 …
June 2015
Data gathering technology that is already embedded in your mobile telephone and algorithms could in the near future predict that when you leave a meeting or a restaurant, you will need a taxi to take you to your next destination and it will be waiting ….
March 2015
Russia has to be considered to be at a crossroads. The Kremlin’s propaganda against the West and internal dissidents is taking on a life of its own and it is difficult to see how Mr Putin, even if he wanted to, can roll this tide back. The West will have to play a careful game…