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…
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 …
August 2014
Global trade and a great deal of prosperity generated over the last decade or so has depended on the free movement of goods and people. In the last few months there has been an insidious and growing disruption to both. The shooting down of the Malaysian airliner over Ukraine has caused a hidden but very major disruption to airline routes. It had been assumed that airlines …
July 2014
The Middle East continues to polarise along sectarian lines with Isis’s announcement of the establishment of a caliphate – or new Islamic State. The leadership of this organisation appears to be highly sophisticated and a lot…
December 2012
Politically led witch-hunts of legitimate businesses that are compliant with law but don’t seem to be paying enough tax is undermining the reason why so many businesses come to the UK or are successful in the UK. This is a very dangerous trend, particularly from a Conservative Government…
December 2012
The atmosphere of economic gloom that surrounds western economists and journalists is beginning to feel like a comfort blanket. Those who have to take decisions today about future investment, particularly investments that may take a year or more to mature, have to be exceedingly…