The key to success for emerging markets is to reform institutions to compete for talent and capital on a global scale, according to Martyn Davies. Diversification is not a policy, but a “people-driven initiative” about attracting skilled workers and intellectual property.
Commodities producers took another hit at the start of 2016, following a brutal 2015. Many commodity prices hit multi-year lows. Weakening demand from China is widely blamed for the declines, but the more important factor is the supply glut.
What is Glencore and why is it making headlines around the world? Larry Cao, CFA, walks readers through the story of this potential "next Lehman Brothers" and highlights other useful and illuminating content in his latest edition of Weekend Reads for Global Investors.
According to Leo de Bever, opportunities in energy, food, materials, and enabling technology can reward long-term investors who are willing to embrace discomfort.
In the United States, there are some big misconceptions among politicians, the media, and the public about reliance on Middle East oil, according to Anne Korin, co-director of the Institute for the Analysis of Global Security. Case in point: Recent oil and natural gas discoveries in North America have led US policymakers to mistakenly think this is the solution to all of our problems — that we will no longer be reliant on imports and oil prices will come down. Unfortunately, this is far from reality; prices will continue to be driven by OPEC unless we change factors first on the demand side.
Economist Dambisa Moyo discusses her views on the transformative role emerging markets are playing in the global economy. The resource constraints posed by the 2 billion people expected to enter the middle class in the next 10 years will reshape geopolitics, alliances and of course, macroeconomics.
U.S. manufacturing may be down but don’t count it out. In fact, the U.S. manufacturing sector could be poised for a comeback. The reason? Skyrocketing energy and transport costs now make it far more attractive to produce goods locally,… READ MORE ›
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