Are EMs the new DMs?

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“Effectively, the title of this study is a question about whether EM economies can be the next long-term drivers of global growth and about the convergence of standards of living around the world,” said Manoj Pradhan of Morgan Stanley in this thoughtful quest post. […]

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The week ahead

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The video clips in this post provide a handy summary of the reports expected on the economic, financial and corporate front around the globe during the week ahead. […]

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Laugh out Loud: The damn economy …

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A picture speaks a thousand words … […]

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The glue keeping things together

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By Cees Bruggemans, Chief Economist of FNB.

With serial shocks pummeling financial markets and global economy, the inclination is to read downside in every incoming salvo.

Event risk certainly is a negative for system performance, be it higher oil prices (income erosion), debt default or bank failure shocking […]

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