A lot of people are upset with me these days. For the past several years, I have been rather vocal in stressing the mounting risks of an unbalanced world. With that stance comes the inevitable …
The Optimism of a Pessimist
The Best Bets in Asia
Asia continues to look appealing for long-term investors. The region offers strong GDP growth; it has built up large trade surpluses and high foreign exchange reserves; the emergence of China has reduced its dependence on …
What Happens if M&A Activity Eases?
The retail sector looks set to face even tougher times, says Fiona Shaikh on Reuters.co.uk, as the housing market continues to slump and consumers feel increasingly fragile due to the “growing mountain of debt”. Retail …
Resilience in a Vulnerable World
Notwithstanding the tragedy of London, there can be no mistaking the apparent resilience of the global economy and world financial markets in the face of such adversity. The free world seems more determined than ever …
Japan’s New Era
The evidence is mounting that after its so called ‘lost decade’ Japan’s economy and markets have at last turned the corner, and may even be on the verge of a new era of consolidation and …
Kasparov’s New Chess Game
My wife Katrin is also sometimes my researcher, especially for stories from the Baltic, since she is Estonian and also speaks fluent Russian. Most recently, there has been a lot of chatter about Gary Kasparov, …