Articles
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The latest on Greece
The Greek authorities scraped enough money together to meet a payment due on 9th April 2015 to the International Monetary Fund (IMF). They say they can also cover a similar bill next month when a six-month bond expires.
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Japan’s bull market to continue
Japanese stocks have had a superb start to the year. The Nikkei jumped to a 15 year high.
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Time to buy broken Brazil?
t wasn’t long ago that Brazil was tipped as one of the world’s most promising markets. Now… things are going from bad to worse.
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Crucial countdown to Nigeria’s election
Elections in Nigeria take place on 28th March, having been originally planned for early February. They take place against a backdrop of financial turmoil caused by the collapse in the oil price, in a country that gets 75% of its income from oil taxes.
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Bangladesh’s broken politics
It is nine months since I last visited Bangladesh (see ‘news’ May 2014) and commented on its status as a South Asian success story, delivering growth of 5-6% annually for over 20 years. How quickly sentiment can change, and the risks in ‘emerging’ markets come to the fore.
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China : Trapped between strong yuan and high debt
Last year, China’s growth rate slipped to a 24 year low of 7.4% - and it’s heading lower still.
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Morocco’s growth prospects
In recent years, as investors looked to diversify from the main emerging markets, MENA (Middle East North Africa) funds came into vogue. Political unrest in Egypt, Tunisia and Algeria meant that North African markets have had a torrid time, whilst Middle East markets have been spooked by the collapse in oil prices.
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Passports for sale
It is good to be visiting clients in Lisbon, Portugal. They have spent several years concerned at the faltering economy but there is now a clear mood of optimism returning.
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The Greek dilemna
I have been a regular visitor to Athens for many years, but have never seen congestion like that on this visit. Whichever direction I want to travel involves seemingly hours stuck in traffic jams.
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Fast growth does not equal strong stock market performance
2014 was a difficult year for emerging markets, falling over 4% (in US Dollar terms).
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The Polish power house
What is the most successful European economy in the last decade? Poland.
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Greek economy faces ‘irreparable’ damage
The Boss of the Greek Central Bank has warned that the economy faces ‘irreparable’ damage from the ongoing political crisis.
