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It is interesting that despite rising concerns about the outlook for global economic growth in recent months, there has been no...

Unemployment rates across the developed world have continued to improve (see chart 3). There seems to have been some fall in the rate of...

The volume of opinion surrounding emerging markets can, at times, seem deafening. For simplicity’s sake, I will discuss just two key...

As anticipated, inflation turning negative in the Eurozone in February did indeed prompt drastic action by the ECB, which announced a...

Despite fears of slowing growth, unemployment rates almost everywhere came in lower than expected and, with the exception of Brazil,...

I will be writing an opinion piece about emerging markets later this month for one of the trade journals. Here are some preliminary...

Most if not all central banks are tasked with maintaining price stability and full employment. This section looks at recent employment...

Thanks to Canaccord’s Alan Brierley for his slides highlighting some interesting contrarian opportunities. The four he presented were...

Murphy’s Law says that what can go wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...

I consider myself lucky in that it's always been pretty obvious to me that companies are almost entirely about people. Find sensible...

Some domestic US fund managers argue that investors need not bother with emerging markets: they can obtain exposure to emerging market...

In spite of its troubled past - or perhaps because of it - Thailand has always been considered the quintessential emerging market. In the...

2010 was notable, given continued weakness in most of the developed world, for the strong performance of many regional economies. More...

During his state of the Union address President Obama pledged to double Americas exports over the next five years, precisely the strategy...

The immediate outlook for Asia ex Japan equities may turn on today's low interest rate policies. In the short term we think these could...

Foreign companies wishing to conduct business in China often face difficulties. Problematic labour relations, theft of intellectual...

What will the world look like in 2050? Any credible answer to this question must, of course, be as complex as the question itself is...

As we approached the one-year anniversary of the collapse of Lehman Brothers memories of that fateful event last year have faded fast....

Growing up in Britain as I did in the 60s and 70s, one remembers only too well the unhappiness and upheaval that resulted from the demise...

Overview What is going on in Asia? Stock markets in the region have fallen much more than those in developed markets, and yet economic...