Global Investing

Emerging Policy-The inflation problem has not gone away

November 21, 2012

This week’s interest rate meetings in the developing world are highlighting that despite slower economic growth, inflation remains a problem for many countries. In some cases it could constrain  policymakers from cutting interest rates, or least from cutting as much as they would like.

Russia: a hawk among central bank doves?

August 7, 2012

This week has the potential to bring an interesting twist to emerging markets monetary policy. Peru, South Korea and Indonesia are likely to leave interest rates unchanged on Thursday but there is a chance of a rate rise in Russia. A rise would stand out at a time when  central banks across the world are easing monetary policy as fast as possible.

Risks loom for South Africa’s bond rally

July 23, 2012

Investors are wondering how much longer the rally in South Africa’s local bond markets will last.

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 Global News Journal:

Argentina’s Kirchner shows softer side on campaign trail

May 22, 2009

Argentina's Nestor Kirchner developed a reputation as a sharp-tongued leader who did not hesitate to upbraid company executives, opposition leaders and journalists as president.

Nowhere to hide

February 6, 2009

Shampoo, margarine and medicine – surely some things will be okay in a recession?