Latest Insights
Will US shale oil undermine its own success?
The US shale revolution has remarkably influenced global energy markets over the past five years. Can falling oil prices tarnish the extraordinary success of hydraulic fracturing in the US and
Kazakhstan stuck between falling exchange rates and oil prices
How will Kazakhstan’s economy react to the double threat of the falling ruble exchange rates and falling oil prices? Kazakhstan’s growth rate since 2010 has been above 6%, but current
Al-Shabaab still a threat to Kenya’s tourism
One year since the Westgate shopping mall terrorist attack, Al-Shabaab still poses a political risk to Kenya’s tourism industry. On 21 September 2013, militants linked to Harakat Al Shabaab Al
When will India’s central bank (RBI) reduce interest rates?
Is the Reserve Bank of India’s (RBI) Governor, Raghuram Rajan, behind the curve on interest rate reduction? Some members of the technical advisory panel of RBI and a few independent
China creates new trade route through Nicaragua canal
Construction on the Nicaragua canal is set to start in December. The government has proclaimed it to be an economic panacea. When the Nicaraguan National Assembly approved legislation with HKDN Group
Three likely outcomes of the Iran nuclear talks
The likely outcomes of the Iran nuclear deal, the impacts on economic prospects for Iran, and how international investors are likely to position themselves in the coming months. With the
Managing differences between diversifiable and systemic risk
A hierarchical risk management system is not the best way to go. It is costly and the benefits are insufficient. Diversification suggests a different approach. In a letter to JPMorgan
Midterm Series: What will it mean for energy markets?
Results of the midterm elections and local state races and the ensuing hydraulic fracturing and coal policies will affect international energy markets. Former US Secretary of State Hillary Clinton, with strong ties
Japan de-escalates the Senkaku-Diaoyu dispute
Japan seeks to improve the tense situation in the run-up to the APEC meeting in December. Prime Minister Shinzo Abe cannot afford risking trade relations with China. Japanese Prime Minister
Headwinds for the US and UK economies
Economies in the UK and US are bright spots in the developed world, but not quite bright enough to instill confidence. If there has been one trend across the developed
