The Great Debate UK

Apple attempts to become fashionable

October 16, 2013

The UK lost one of only three female CEOs on the FTSE 100 on Tuesday, as Burberry CEO Angela Ahrendts quit. My concerns about females at the top aside, the interesting thing about Apple’s new hire is the link between Apple and fashion and what it tells us about the evolution of the tech industry.

Swift action needed to curb tapering impact on emerging markets

By Guest Contributor
September 18, 2013

–Shaukat Aziz is the former prime minister of Pakistan. The opinions expressed are his own.–

from The Great Debate:

The short and long of emerging markets

By Gary Regenstreif
July 25, 2013

Fickle investors have spurned emerging markets in recent weeks, but this rout has obscured a more alluring vista out on the horizon.

from MacroScope:

Give me liberty and give me cash!

June 22, 2011

Come back Mr Fukuyama, all is forgiven.

In his 1992 book "The End of History and the Last Man", American political scientist Francis Fukuyama famously argued that all states were moving inexorably towards liberal democracy. His thesis that democracy is the pinnacle of political evolution has since been challenged by the violent eruption of radical Islam as well as the economic success of authoritarian countries such as China and Russia.

from MacroScope:

The iPod – the iCon of Chinese capitalism

June 7, 2011

Walking past Apple's sleek shop along London's Regent Street on Sunday, my wife asked me what I wanted for Father's Day.

from MacroScope:

Could Turkey’s central bank surprise markets this month?

April 20, 2011

TURKEY/This Thursday, Turkey's new central bank governor Erdem Basci will chair his first monetary policy meeting.  What can we expect from the man who is seen now as the architect of the country's novel monetary policy? Most analysts predict there will be no change this month to interest rates and banks' reserve requirement ratios. But could the bank, which shocked markets with an out-of-the-blue  rate cut in December and a big further rise in short-term RRRs last month, throw another  curveball? 

from The Great Debate:

The great global rebalancing and its implications

By Guest Contributor
March 29, 2011

Manoj Pradhan

Alan M. TaylorManoj Pradhan, left, a global EM economist, is an executive director at Morgan Stanley. Alan M. Taylor, right, a senior advisor at Morgan Stanley, is a professor of economics at the University of California, Davis. The opinions expressed are their own.

from Global Investing:

Russia’s babushka time-bomb

March 24, 2011

The babushka, that embodiment of Russian grandmotherly goodness that has spawned iconic dolls and inspired a Kate Bush song, poses one of the gravest threat to the Russian economy.

from The Great Debate:

Will oil prices stabilize around $80?

November 29, 2010

Most commentators and oil analysts are convinced a further rise in prices is inevitable in the next few years as emerging market consumption grows and supplies increasingly come from more costly and technically challenging sources such as ultra-deepwater.

from MacroScope:

Building BRICs in Africa

November 23, 2010

Some eye-catching numbers from Standard Bank out today on the influence of BRICs countries -- Brazil, Russia, India and China -- on Africa.