Global Investing

Discovering Pyongyang’s view with a North Korean diplomat

May 21, 2014

Last week I went to a very unique session on North Korea which featured a rare appearance of a North Korean diplomat, at London-based policy institute Chatham House.

A guide to North Korean “elections” – due in March

January 9, 2014

Investors are bracing themselves this year for elections in all of “Fragile Five” countries and a number of other emerging nations that are adding political concerns to those economies already vulnerable to capital flight risks.

Not for the faint-hearted — buying N.Korea debt

December 21, 2011

Distressed debt broker Exotix, which specialises in the kind of bonds most of us are too risk-averse to touch, recommends buying North Korean defaulted debt following the death of Kim Jong-il.

A United Korea and possible investment opportunities

December 19, 2011

Just when you think global financial markets are gradually winding down before Christmas, news of North Korean leader Kim Jong-il’s death hits the world.

Asia’s path to prosperity and investment opportunities

March 19, 2014

Investors have been worried about the effect of a Chinese slowdown on Asian emerging markets, but the long-term growth story is still intact, according to specialist investment manager Matthews Asia.

Olympic medal winners — and economies — dissected

August 13, 2012

The Olympic medals have all been handed out and the athletes are on their way home.  Which countries surpassed expectations and which ones did worse than expected? And did this have anything to do with the state of their economies?

from The Great Debate:

What is the best strategy against Chinese cyberattacks?

By Ian Bremmer
June 9, 2011

By Ian Bremmer
The views expressed are his own.

All eyes should be peeled on China, but not for the reason you think. While the biggest structural risk right now is global rebalancing, especially between China and the U.S., there is another important threat from China: cyberwars. Cyberattacks are one of the biggest fat tails (along with climate and North Korea).

The final frontier market

February 24, 2009

As a fallout in emerging markets — once hailed as a safe-haven from the global financial crisis — gathers pace, asset managers are scrambling for newer markets.

Power failures shine light on India’s woes

July 31, 2012

Half of India’s 1.2 billion people have been without power today,  bringing transport, factories and offices to a grinding halt for the second day in a row and sparking rage amongst the sweltering population. That’s embarrassing enough for a country that prides itself as  a member of the BRIC quartet of big emerging powerhouses along with Brazil, Russia and China.  But the outages will also hit economic growth which is already at 10-year lows. And the power failures, highlighting India’s woeful infrastructure, bode poorly for the government’s plans to step up manufacturing and lure more foreign companies to the factory sector.