Latest Insights
MINT: the new emerging market acronym
In 2001, Jim O’Neill coined the term “BRIC” (Brazil, Russia, India and China). As the BRICs may face economic slowdown questions arise over what emerging market group will replace them.
Extensive corruption in Quebec undermines competition
Will Quebec’s Charbonneau Commission succeed in rooting out corruption, or will the crooked culture persist? The answer to that question will have a substantial impact on the province’s prospects for
Escalating tensions over Senkaku/Diaoyu islands underestimated
The political risks of the Senkaku/Diaoyu island dispute are heavily mispriced in global markets. Conflict is still on the table. For more than a year now Japan and China have
Despite India’s uncertain economy, solar energy is a good bet
While things seem to have turned around in the last couple of months, in 2013 India’s economy grew at its slowest rate – around 5% – in over a decade. However,
Peru’s informal mining sector threatens economic growth
Peru faces the critical challenge of regulating the informal mining sector. Leaning on the extractive industries for private investment, the rise of an extrajudicial gold rush could jeopardize economic progress. Much
Will Sochi Winter Games thaw Russia’s rigid economy?
A mega event, such as the Olympics, does not necessarily bring short-term economic gains to the host country. But hosting may lead to a freer market economy down the line.
South Korea is set to perform well in 2014
Despite a looming threat from the north, South Korea is set to perform well in 2014. The government focuses on broadening away from exports and reducing dependency on the yen.
Diaoyu Islands may be China’s Islas Malvinas
China’s combative strategy, which is not supported by its actual military capabilities, risks more than it is likely to gain. It does not matter how slowly you go as long
5 takeaways from the US court ruling against net neutrality
What should we make of a federal court’s shooting down the FCC’s net neutrality regulations? A US federal court recently ruled that the Federal Communications Commission’s (FCC) 2010 regulations enforcing