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China Latin America Trade: Who’s Dependent On Whom?
Yes, I am obsessed with charts. And if you’re still reading this blog with any regularity, you are too. Especially if they’re about China Latin America trade. I finally had a chance to dig through a...
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InfoGraph of the Day: Chinese Companies and Risk in Africa
This is really impressive and makes me really rethink my previous notions of a political risk framework, particularly in the context of Africa. No more preface necessary: Sourced from Africa-Asia...
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Is Asia’s Foreign Exchange NDF Market The Next Domino To Fall?
That’s the basic question I take away from this recent article from the FT’s Jeremy Grant, which uses a wrongful dismissal lawsuit ex-UBS traders are bringing against their former employer as a gateway...
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What The BRICS Really Have In Common
Sometimes news editors exercise such brain-dead judgment that it’s a wonder journalism as a practice even survives. That sentence was one of a few I conjured up as a possible lead-off thought. Well,...
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Chart Of The Day: Food & Agriculture Demand And Supply
What this screams is the urgency of leveraging Africa’s arable land potential. I wonder how Africa would stack up against the righthand chart: From @CamboRobert. Related PostsCharts of the Day: The...
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What Central Bank FX Reserves Really Tell Us
The New York Fed has just published what is absolutely mandatory reading for anyone with a stake in the foreign exchange market. It’s a 10-page pdf entitled, “Do Industrialized Countries Hold the Right...
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A Diplomatic Way Of Saying A BRICS Development Bank Is A Stupid Idea
Dani Rodrik has this in Project Syndicate today: It can be cause only for celebration that the world’s largest developing economies are regularly talking to each other and establishing common...
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Plain English: China’s Cash Stash
This little quip from the FT about China’s rising FX reserves made me stop in my tracks: “Reserves jumped $130bn to $3.44tn – roughly equivalent to the size of the German economy…” Really? Yes. Really....
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Map Of The Day: Global Shipping Routes
Thanks to CNI Group for this: I guess what strikes me the most about this map is the huge blank spaces among the world’s global shipping routes: the Bay of Bengal, southern Australia, the west coast of...
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Charts of the Day: The Future Of Emerging And Frontier Markets
Thanks to Ernst & Young, I’ve got my retirement destination all picked out: Turkey. Because, you see, in 2040, when I’m 67 years old, forget the BRICs or Mexico or Dubai or South-South anything;...
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Chart of the Day: Frontier Markets Correlations, Round 2
S&P Capital IQ slipped this press release out last week, which I’m glad I followed up on since it led me to the following correlation chart: Equally important, this comment which came alongside it:...
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How Much More Can Emerging Markets Debt Grow?
London-based Clear Path Analysis has an excellent report detailing investment considerations for Emerging Markets debt and FX investing. So good, actually, that it’s forcing me to second-guess my...
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A Tale Of Two Bond Curves: Malaysia vs Indonesia
Thanks to Denise Law for drawing my attention to this… Malaysia government bond yields fall post-elections: While Indonesia government bond yields rise after S&P reduced its outlook on Indonesian...
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Chart of the Day: China Mobile Users Surpass US
From Mary Meeker’s recent presentation on the state of the web (slide 67): Related PostsChart of the Day: World Population Growth vs History of TechnologyChart of the Day: Sub-Saharan Africa’s Mobile...
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Chart of the Day: The World as 100 People
From Jack Hagley: Related PostsCharts of the Day: The Future Of Emerging And Frontier MarketsChart of the day: Fastest growing and shrinking economies of 2013Map Of The Day: Emerging and Frontier...
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Chart of the Day : Triple Threat for Emerging Markets
Apologies to everyone for the radio silence, but I’ve been occupied with an ongoing project in Peru the past few months. In the meantime, Morgan Stanley just published this chart via Barron’s: Related...
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Frontier Markets Opportunities and Risks, Bloomberg Edition
As part of last month’s Bloomberg Dealmakers Summit in London, the following roundtable took place, featuring Timur Issatayev of Verny Capital, Parag Saxena of New Silk Route LLC and Danladi Verheijen...
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More evidence of a Bitcoin bubble
If this isn’t proof enough of a Bitcoin bubble, I don’t know what is: Actually you know what? I think there is better proof: THIS. Related PostsCharts of the Day: The Future Of Emerging And Frontier...
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TCX Chooses Diligence on Myanmar
The folks from Netherlands-based TCX (The Currency Exchange Fund) have just passed me the following video, which encapsulates a two-day conference they hosted last month in Myanmar. So far all I’ve...
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Markets irrational longer than you remain solvent, exhibit #274
Source: Russell Investments There’s an article out on Seeking Alpha yesterday, called “Manufacturing Growth and Capital are Moving from China to Mexico“, nominally about the Mexico-China relationship...
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