Argentinian Canary In The Coal Mine?
Argentina seems to be the first victim of a more difficult international climate for emerging markets. In a way, this is somewhat surprising as the country isn’t on the brink […]
A Chinese Lost Decade?
The Chinese economy is facing three secular headwinds that conspire to slow its economic growth considerably. Demographics are turning from a tailwind to a headwind and diminishing returns of the […]
What China Can Teach Us About Economic Growth
After the enactment of US tax cuts supposedly comes infrastructure spending. As experiences go, the latter is likely to be a bigger booster for economic growth. While the US economy […]
Meet The 3 Brothers That Are Ruining South Africa
South Africa enjoyed a period of solid economic performance in the decade up to the financial crisis. After that, things have deteriorated, and recent revelations have brought to light a […]
How To Navigate These Dangerous Markets | Seeking Alpha
The markets are extremely dangerous territory right now. It is all about China: The risks of a substantial yuan devaluation are considerable, but not necessarily imminent. This means that the […]
Morning In Argentina? | Seeking Alpha
End of an era in Argentina. But will this mean a new economic awakening? The challenges are many. Are there interesting investments that can play on the political change? Source: […]
When A Country Doesn’t Trust Its Own Currency
Argentina’s financial markets are on a tear, which might seem odd considering the basket case label often attached to it in the financial press. However, a closer look will reveal […]
Argentina As A Contrarian Bet? – | Seeking Alpha
The Argentinean economy is stagnating and suffering from a host of problems, like high inflation, important market restrictions in international trade and energy and lack of access to foreign capital. […]
Turn The Lose-Lose Economic War With Russia Into Trading Profits
While riding a wave of domestic popularity, Putin has made a bad gamble for Russia. Instead of developing an 21st century economy by stimulating value-added industries and human capital, he […]