Chart of the week – North Asian exports are weak

Looking at recent Asian trade, North Asian exports appear to be weak, confirming my view that globally, we have not […]

Emerging Markets Economist

07 June 2018

Markets and central banks

Goldi-lost?

A month and a half ago, we discussed how the Goldilocks narrative, which appears to have been the dominant investment […]

Emerging Markets Economist

12 April 2018

Investing

Last year, a combination of recovering but still below-potential growth and falling inflation allowed the central banks of many emerging […]

Emerging Markets Economist

24 January 2018

Markets and central banks

The choice of Cyril Ramaphosa as the new leader of the African National Congress (ANC) is a positive surprise, but […]