In this video we highlight the risk of rising imbalances in emerging markets.
Continue reading Emerging Markets Risks Are Larger Than Expected
Category Archives: Global Economy
Behold The Sudden Stop. Risk of Emerging Markets Collapse
The recent collapse of the Argentine Peso and other emerging currencies is more than a warning sign. Continue reading Behold The Sudden Stop. Risk of Emerging Markets Collapse
The Challenge In Commodity Investment
When commodities are rising due to a weak dollar, and the long-term curve is not moving, it is not a good idea to express that move by investing in equities, at least not for the long-term. Continue reading The Challenge In Commodity Investment
Petroyuan’s Lacklustre Birth Explained
Every time I read that the yuan is going to dethrone the dollar and that China is going to monopolize the oil market in its local currency, I remember those films and reports of the late 1980s predicting the imminent Japanese supremacy and how it would absorb the West. Continue reading Petroyuan’s Lacklustre Birth Explained