SECULAR-STAGNATION

Saying goodbye to “secular stagnation”

As 2016 draws to a close, investors leave behind a year in which events...


global-trends

The Ten Most Important Trends for Global Markets in 2017

The Ten Most Important Trends for Global Markets in 2017 Global economic...


OPEC Regains Its Mojo, For Now

The OPEC cartel led by Saudi Arabia has surprised markets by agreeing to cut...


India: 2016 Has Been a Positive Year for Reforms

The year 2016 has been one of several key reforms for India. The passing of the...


China Economy

China – Higher Growth And Lower Leverage Can’t Be Achieved Together

China’s investment and export intensive growth model has propelled it to the...


Reserve bank of India

Why the Reserve Bank of India Has It Better Than Other Central Banks

India’s Economy The GFC in 2008 drove Central Banks across the US (the...


Sub-Saharan Africa Investment Opportunity

Sub-Saharan Africa – The Best Frontier Market Investment

Sub-Saharan Africa – The Last Frontier For Cheap Labour Sub-Saharan Africa is...


Disruptive Technology

Disruptive Technology: The Invisible Hand

The Impact of Disruptive Technology The invisible hand of disruptive technology...


Renminbi (RMB)

What if The Renminbi (RMB) became a reserve currency?

The Renminbi (RMB) As An International Currency The US dollar has been the...


demand-agriculture

Chicken And Eggs: The Hard Economics Behind Soft Commodities

Soft Commodities In the tumult of the recent downturn in commodity prices,...