Global Investing

Africa’s property laws (or lack of)

October 14, 2009

Africa’s emerging commercial real estate markets may look tempting from the outside, but will remain┬áthe preserve of those with the highest appetite for risk.

Not quite 99 emerging market beers on the wall

August 14, 2009

Should emerging market investors set aside their spreadsheets and crack open a cold one?

from Alexander Smith:

Beijing’s Rio talks must avoid iron fist

July 8, 2009

Chinese anger at Rio Tinto for reneging on a deal with aluminium group Chinalco and opting instead for an iron ore joint venture with BHP Billiton last month was understandable. Indeed, China has good reason to question the Rio-BHP JV on competition grounds.

Deflation to jump the shark?

March 6, 2009

The recent spate of shark attacks on Australian beaches could mark a turning point in global deflation and signal a change in fortunes for some beleaguered emerging economies, if Nomura strategist Sean Darby is to be believed.