from Global Investing:

Korea shocks with rate cut but will it work?

July 12, 2012

Emerging market investors may have got used to policy surprises from Turkey's central bank but they don't expect them from South Korea. Such are the times, however, that the normally staid Bank of Korea shocked investors this morning with an interest rate cut,  the first in three years.  Most analysts had expected it to stay on hold. But with the global economic outlook showing no sign of lightening, the BoK probably felt the need to try and stimulate sluggish domestic demand. (To read coverage of today's rate cut see here).

from Breakingviews:

Bond market misses Korea’s youthful monetary tilt

June 14, 2012

By Wayne Arnold

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Samsung investors should worry less about Apple

May 17, 2012

By Wayne Arnold

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Samsung moves on from Japan to nibble at Apple

April 30, 2012

By Wayne Arnold

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Global Investing:

Where will the FDI flow?

April 27, 2012

For years the four mighty BRIC nations have grabbed increasing shares of world investment flows. But the coming years may not be so kind.  These countries bring up the bottom of the Economic Freedom Index (EFI) for 2012. Compiled by Washington D.C.-based think-tank The Heritage Foundation the EFI measures 10 freedoms --  from property rights to entrepreneurship -- and according to a note out today from RBS economists, there is a strong positive link between a country's EFI score and the amount of FDI (foreign direct investment) it can secure. So the more "free" a country, the more FDI inflows it can expect to receive -- that's what an RBS analysis of 2002-2008 investment flows shows.

from Ian Bremmer:

The hope and beauty of a North Korean stalemate

By Ian Bremmer
March 30, 2012

President Obama’s recent trip to South Korea may have gained attention for his “open mic” slipup with outgoing Russian President Medvedev over missile defense, but that’s just a media distraction from the importance of Obama’s visit to the Korean peninsula. After Kim Jong Il’s death in December, the U.S. took an early lead in negotiations with North Korea doing so because Obama and his team thought it could be an easy diplomatic win. With the promise of aid and food, the U.S. could let new leader Kim Jong-un quietly drop the consistently belligerent stance the country has taken in what passes for its foreign policy.

from Global Investing:

The haves and have-nots of the (energy) world

February 24, 2012

Nothing like an oil price spike to bring out the differences between the haves and have-nots of this world. The ones who have oil and those who don't.

from Global Investing:

The missing barrels of oil

February 24, 2012

Where are the missing barrels of oil, asks Barclays Capital.

Oil inventories in the United States rose sharply last week, with demand for oil products  such as gasoline at the lowest in 15 years and crude stockpiles at the highest since last September. Americans, pinched in the wallet, are clearly cutting back on fuel use.

from Global Investing:

Interest rates in emerging markets – - harder to cut

February 9, 2012

Emerging market central banks and economic data are sending a message -- interest rates will stay on hold for now.  There are exceptions of course.

from Breakingviews:

Korean spending spree sets right tone

January 4, 2012

By Wayne Arnold
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.