Featured Articles

  • By: Kurt Cavano | Date: 22 Dec 2014

    2015 has been designated the International Year of Light and the International Year of Soils by the United Nations. Marsala is the official pantone color of the year. On the Chinese calendar, 2015 is the year of the goat. What will 2015 mean for the world of global trade and supply chain? Read more

  • See Also:
    By: The Conversation | Date: 22 Dec 2014

    After seven years of planning, the South Stream pipeline that would carry gas from Russia to Europe via Bulgaria has been cancelled. After a long-running battle with the EU over the need for the pipeline and who would control it, Vladimir Putin announced that the project was over, in its planned form at least. Read more

  • See Also:
    By: Marc Chandler | Date: 22 Dec 2014

    EM currencies stabilized after the FOMC meeting last week.  Yet the Fed clearly signaled that it remains on track to start hiking rates around mid-2015.  While Yellen’s guidance was taken as dovish (tightening won’t be at a predictable, “measured” pace), we still feel the looming Fed tightening cycle remains negative for EM.  Furthermore, commodity prices remain soft.  This and the upcoming turn in the US interest rate cycle should maintain downward pressure on EM currencies through H1 2015. Read more

  • See Also:
    By: East Asia Forum | Date: 22 Dec 2014

    The Great East Japan Earthquake, the tsunami and the subsequent nuclear power plant accident in Fukushima on 11 March 2011 changed Japan’s energy future drastically. The revised Strategic Energy Plan, which the Japanese Cabinet approved in April 2014, outlines a new conceptual framework for Japan’s energy policy. Read more

  • By: East Asia Forum | Date: 22 Dec 2014

    We begin the 2014 ‘year in review’ series, looking at developments in Asia over the year past and the prospects for the year ahead, with a look at how Indonesia is travelling and the prospects for its economy. Read more

    • Date: 22 Dec 2014

      The holiday-shortened week has begun.  Some causes of consternation have eased.  Oil prices are firmer after the pre-weekend recovery.  The Russian rouble, where the focus has been greater than the exposure, has continued to recover following signs that China may be willing to offer it more assistance.  It is up 5.4% to bring its two-day recovery to 9%.  Rosneft spurred pressure on the rouble trying to secure $7 bln for debt repayment.  After it made the payment, the selling pressure on the share price and the rouble eased considerably. Read more

    • Date: 21 Dec 2014

      A greater sense of optimism prevails in Indonesia about the economy in 2015 than a year ago, even though the reality is now more challenging. Growth is slowing, business costs are on the rise, and key economic vulnerabilities persist. In simple terms, the new government of President Joko Widodo (Jokowi) has been dealt a difficult hand of cards. Read more

    • Date: 21 Dec 2014

      Shaping the holiday week, we identify five general points that we expect to underpin the US dollar and equities. Read more

    • Date: 21 Dec 2014

      Shaping the holiday week, we identify five general points that we expect to underpin the US dollar and equities.  1. Last week's events (FOMC and SNB) reinvigorated the divergence thesis that was questioned during what appears to have been a technical correction. US data in the days ...Read more

    • Date: 22 Dec 2014

      After seven years of planning, the South Stream pipeline that would carry gas from Russia to Europe via Bulgaria has been cancelled. After a long-running battle with the EU over the need for the pipeline and who would control it, Vladimir Putin announced that the project was over, in its planned ...Read more

    • Date: 22 Dec 2014

      2015 has been designated the International Year of Light and the International Year of Soils by the United Nations. Marsala is the official pantone color of the year. On the Chinese calendar, 2015 is the year of the goat. What will 2015 mean for the world of global trade and supply chain? Here ...Read more

    • Date: 15 Dec 2014

      The Brisbane G20 Summit offered civil society groups an opportunity to renew demands for a financial transaction tax (FTT). But in the end it proved a missed opportunity to build international cooperation on financial reform.The global financial transaction tax (FTT) was first tabled at ...Read more

    Debt is the fatal disease of republics, the first thing and the mightiest to undermine governments and corrupt the people.
    Wendell Philips
    He who controls the money supply of a nation controls the nation.
    James A. Garfield
    The moment that government appears at market, the principles of the market will be subverted.
    Edmund Burke