Markets

11 November 2013

India: Will Populism Trump Reforms Yet Again?

India will need a whole host of domestic and international reforms to re-boost the economy. However in a democracy that is going into an election year, only politically friendly reforms are likely to be undertaken. Can politicians persuade their constituents...

6 November 2013

Is The US Responsible For China’s Military Build-Up?

  The scale of China’s military build-up has raised flags among Western alarmists. Yet the focus of the military spending appears to be oriented more towards defending China's periphery, rather than any expansionist plans. In fact, one common argument is...

5 November 2013

The 3 Biggest Risks Spooking Global Investors

Global investment activity fell by nearly a third in the second quarter of 2013, after two consecutive quarters of increases, according to new OECD data. And unlike earlier stages of the global economic crisis, when emerging economies played a counter...

30 October 2013

Why India Must Engage Pakistan’s Middle Class – Now

In the long run, India’s economy cannot grow in an unstable neighbourhood; as such building friendly relations with Pakistan is essential. Yet for too long, India’s approach to Pakistan have been fundamentally wrong; rather than engaging only with the liberal...

28 October 2013

BRICS: The World’s New Benefactors?

The BRICS are emerging as one of the world’s largest providers of foreign aid. Yet, the BRICS countries do not regard themselves as “donors” – choosing to work with “development partners”, rather than “aid recipients”. This has both positive and...

25 October 2013

Can Neuroscience Help Us Understand Financial Bubbles?

Five years on from Lehman Brothers' collapse and “where did it all go wrong?” analysis is all the rage. Answers have varied: poor regulation, malicious bankers, dozy politicians, greedy homeowners, and so on. But what if the answer was in...

23 October 2013

Eurozone Crisis: How The IMF Managed To Discredit Itself

The IMF loans to Greece, Ireland and Portugal are considered controversial by some analysts. This column argues that these loans – granted without having agreed on convincing paths to manageable debt levels – constituted a substantial departure from IMF principles....

22 October 2013

Fiscal Governance: Can Africa Avoid The Mistakes Of The West?

The ongoing debt and financial crises have exposed the dangers of the dysfunctional fiscal governance present in the U.S. and Europe. As African countries prepare to enter sovereign debt markets, they should heed the west’s “warning” – to handle fiscal...

14 October 2013

Two Visions: US and Chinese Rebalancing in Asia

As the momentum of economic growth is shifting from the transatlantic axis to Asia, both the United States and China are rebalancing their foreign policies in the region. However, as the recent APEC and ASEAN summits indicate, the way these...

10 October 2013

The 3 Keys To Unlocking China’s Economic Prospects

How long can China sustain its economic growth? To figure this out, we first have to look at three important developments: How quickly will China be able to liberalise its capital markets; Whether China can move its economy away from...

8 October 2013

Obama: Already A Lame-Duck President?

U.S. President Barack Obama first shot to global prominence in 2004 as a uniter, not a divider. But while most of the blame for Washington’s gross dysfunction will probably lie at the feet of the Republican right, that hates Obama...