China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
9.4k Views
Triangulating Oil Back to 60s (And Shipping Credit Watch Updates...)
My father, an old school broker, banker and adviser for over 40 years, used to tell me as a child that one of the most important relationships to...
723 Views
Investing in the Internet of Things (IoT)
In today's digitized world, everything is connected and  'smart' - our phones are packed with ever more functionality, we can surf the net directly...
1.4k Views
Why the Renewable Energy Boom Has Legs
The drive to green power is the well-understood destructive impact of fossil fuel consumption:Investment in renewable energy is driven by the...
2k Views
Many (un)happy returns in EM; governance and the vicious circle
This report examines the underlying governance factors that have driven EM underperformance over the last five years.Brazil, Russia, Malaysia and...
347 Views