2015-04-10 14:00
Several factors have converged in recent years to increase demand for strategic communications expertise in the financial industry. As a result, many firms accustomed to maintaining a low pr… Read More
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Global Economic Blind Spots are Emerging Markets, Frontier Markets, Developing Markets, BRICS, the Next 11, and otherwise parts of the world where the global majority lives and the controlling minority ignores.
2014-05-21 23:00
Folks,
It’s been a while and I owe a lot of you an explanation on where I’ve gone. The short answer is that I’m putting the pieces in place for a new venture that I hope to… Read More
2013-12-18 19:46
After several months of silence, Mustafa Mond, whom we last heard from in April, has resurfaced. Today, Mr. Mond offers us this holiday poem:
TWAS THE NIGHT BEFORE TAPER
By Mustafa Mond
Twas… Read More
2013-12-18 13:00
Source: Russell Investments
There’s an article out on Seeking Alpha yesterday, called “Manufacturing Growth and Capital are Moving from China to Mexico“, nominally about th… Read More
2013-12-17 18:27
I’ve been meaning to do this for months now, and the FT’s Jonathan Wheatley has just done it for me. Herewith, a side-by-side comparison of 10-year African sovereign debt is… Read More
2013-12-13 13:00
So, as you may or may not have heard, Mexican Congress has just passed some rather historic oil reforms, much to the consternation of a lot of people. Herein, one congressman’s protest… Read More
2013-12-12 14:34
Bank of America has now initiated coverage of bitcoin and puts a fair value price target at US$1,300, which depending on your view, either validates or discredits the digital currency. Perso… Read More
2013-12-11 14:16
I’m generalizing it, but frontier markets political risk is my main takeaway after reading through Clear Path Analysis’ just-released Investing in Frontier Markets 2013.
And if t… Read More
2013-12-10 15:53
The folks from Netherlands-based TCX (The Currency Exchange Fund) have just passed me the following video, which encapsulates a two-day conference they hosted last month in Myanmar.
So far a… Read More
2013-12-03 19:50
In keeping with the just-released 2013 Transparency International Corruption Perceptions Index, I’m always in the market for new ways to describe the obstacles one encounters when tryi… Read More
2013-12-02 18:13
If this isn’t proof enough of a Bitcoin bubble, I don’t know what is:
Actually you know what? I think there is better proof: THIS.
Related PostsCharts of the Day: The Future O… Read More
2013-11-21 17:23
So Janet Yellen is officially the new Chairperson of the US Federal Reserve Board of Governors. Thanks to whatever anonymous reader just sent me this:
Dearly Beloved,
Let us pray.
Our Fed
Wh… Read More
2013-11-18 05:24
As part of last month’s Bloomberg Dealmakers Summit in London, the following roundtable took place, featuring Timur Issatayev of Verny Capital, Parag Saxena of New Silk Route LLC and D… Read More
2013-09-26 19:14
Folha de Sao Paulo has made this easy for us. Here are a couple of Economist covers, four years apart:
Honestly, when it’s not so tiresome, it’s actually amusing how blind peopl… Read More
2013-09-20 20:15
Thanks to Brent Donnelly from Nomura for this chart showing USDMXN vs 10-year US Treasuries since “tapering” became a new market watchword:
So what? Here’s so what: For an… Read More
2013-08-19 21:49
Apologies to everyone for the radio silence, but I’ve been occupied with an ongoing project in Peru the past few months. In the meantime, Morgan Stanley just published this chart via B… Read More
2013-06-10 17:49
From the International Money Transfer Conference, coming to Mexico shortly:
Related PostsA current look at migrant remittancesUpdate to the African Mobile RevolutionChart of the Day: Drug… Read More
2013-06-06 02:49
From Jack Hagley:
Related PostsCharts of the Day: The Future Of Emerging And Frontier MarketsChart of the day: Fastest growing and shrinking economies of 2013Map Of The Day: Emergin… Read More
2013-05-31 20:01
From Mary Meeker’s recent presentation on the state of the web (slide 67):
Related PostsChart of the Day: World Population Growth vs History of TechnologyChart of the Day: Sub-Sahara… Read More
2013-05-24 18:00
This was just sent in from an unidentified reader. I do believe there is such a thing as being “too meta” but when shifts are so visibly pronounced, as they are here, it’s… Read More
2013-05-22 18:00
Regular readers know it isn’t very often that I re-publish in full something from elsewhere, but this is too important and I have no doubt that the majority of you are not in the habit… Read More
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