from MacroScope:

EU uneasy about Hungary’s closeness to Russia

By Mike Peacock
November 19, 2014

Hungary's PM Orban arrives at an EU leaders summit in Brussels

After Germany's foreign minister saw "no reason for optimism" after talks in Moscow on Tuesday, today Hungary’s Peter Szijjarto meets Russian Foreign Minister Sergei Lavrov. Violence is on the rise again in eastern Ukraine and tougher sanctions against Russia remain a live possibility although EU foreign ministers limited themselves to targeting a few more Ukrainian separatists earlier this week.

from MacroScope:

A reminder that all is not well in the euro zone

By Mike Peacock
August 4, 2014

Bank of Portugal Governor Costa arrives to read a statement in Lisbon

A reminder that while the euro zone crisis may be in abeyance, it still has the ability to bite.

from Counterparties:

MORNING BID – The Beautiful Game, and Less Beautiful Markets

June 10, 2014

In two days the World Cup will open in Brazil, with the home country generally believed to be the favorite once again. There are others better placed to look at the odds for every country, though at least this year will avoid the spectacle of seeing thousands of Brazilians hang around after their team has been vanquished (the Brazilians tend to book hotels through the end, assuming they'll be there in the final - hence lots of them out all night in Berlin in 2006 when it was Italy and France going for the cup). For the short-term investing crowd, there's some reason to bet on the winner too - Goldman Sachs, in a report so detailed it makes us wonder about their obsessiveness with the game - points out that the winners tend to outperform in the stock market after the final.

from MacroScope:

ECB – stick or twist?

By Mike Peacock
February 6, 2014

 

The European Central Bank meets today with emerging market disorder high on its agenda.

from The Great Debate:

Democracy emerges in sub-Saharan Africa

By Andrew Novak and Kevin Lees
August 21, 2013

The recent re-election of Zimbabwe’s 89-year old president Robert Mugabe, in office for 33 years, resembled a period not long ago when sham elections were the norm in sub-Saharan Africa. Peaceful transitions of power were almost unheard of.

from Global Investing:

The Sub-Saharan frontier: future generations

June 3, 2013

As growth in Sub-Saharan Africa is set to post a steady 5-6 percent per annum to 2017 according to IMF estimates,  investors will be taking notes on the region's growth story not least with the financial sector.

from Global Investing:

New frontiers to outpace emerging markets

By Reuters Staff
April 8, 2013

Fund managers searching for yield are increasing exposure to frontier markets (FM) as a diversification from emerging markets (EM), as the latter have been offering negative relative returns since January, according to MSCI data.

from Global Investing:

Ratings more than a piece of paper for Africa

By Reuters Staff
February 28, 2013

By Stephen Eisenhammer

Does a sovereign credit rating from a glass tower in London or New York impact life in the country being rated? Apparently in Africa it does.

from Reuters Soccer Blog:

Soccer Break Wednesday

March 30, 2011

SOCCER-FRIENDLY/Now the international period is over we can focus on domestic issues again, or can we?

from Reuters Soccer Blog:

Soccer Break Tuesday

March 29, 2011

SOCCER-FRIENDLY/Spring is here and love should be in the air, but instead all we're left with is bickering managers.