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An Emerging Market for Tablets: Investors ought to Act Swiftly
Tablet devices are thriving in western markets; Apple, Samsung, Google, Kindle to list but a few of the big industry names. As practical, portable and easy to use gadgets they have quickly become...
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Opportunities in Africa’s Pharmaceutical Landscape
The African Union (AU) and the New Partnership for Africa’s Development (NEPAD) are seeking to address the enormous medical burden that plagues their continent. As many African states are beginning to...
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Mobile Penetration Linked to Political Stability
Investors should look at mobile penetration not only as an infrastructural asset but also as a predictor of political stability. The importance of the rapid growth of the mobile telecommunications...
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IMF Urges Japan to Address Debt and Reform Economy
All quotes and figures cited are from the IMF 2013 Article IV Consultation with Japan, released August 5th, unless noted otherwise. The International Monetary Fund urged Japan last week to develop...
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Raghuram Rajan to Save the Plummeting Rupee
The U.S. Federal Reserve decided at this week’s FOMC meeting to continue the pace of asset purchases, to the surprise of markets. Since May this year, when Bernanke indicated that the Fed might slow...
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Brazil and Turkey: The Party is Over
The world held its breath on September 18th. Would Ben Bernanke taper? Investors around the globe breathed a sigh of relief when he postponed slowing down the Fed’s bond buying programme. The “hot...
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IMF predicts a world economy in transition
State of the world economy In the October 2013 edition of the World Economic Outlook, a biannual report on the state of the world economy, the International Monetary Fund presents a somewhat downbeat...
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Why emerging markets are not collapsing
The recent rout of emerging markets prompt worries over a new emerging market crisis like those of the 1990s and early 2000s. While significant downside risks exist, differentiation is likely to take...
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US taper puts pressure on emerging markets
The Federal Reserve’s decision in January to continue reducing the pace of asset purchases has put emerging markets in a bind. At the end of January, the Federal Reserve decided to further reduce the...
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Is capital account convertibility as great as it seems?
Capital account convertibility has many advantages. But does it make sense to link up domestic financial markets tightly with international ones? As the euphoria of cheap and easy money wears off,...
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Yellen’s first statements chart clear path for Federal Reserve
The new Fed Chairwoman made clear to Congress that her Fed will focus on improving the labor market and being straightforward in its messaging. In her first major appearance since becoming the new...
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Part II of IV: Why economics, not politics, should steer energy subsidies
The first part in this series examined why energy subsidies still widely exist, despite a growing consensus arguing for their removal. This section will look at their economic cost and why emerging...
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Indonesia latest emerging market to reject investment treaties
Jakarta’s turn-around is only the latest in a growing chorus of opposition to bilateral investment treaties, meant to attract foreign investors by solidifying FDI protection at the price of curtailing...
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Part IV of IV: Nigeria’s failed attempt at subsidy reform
This final part in the GRI Series on energy subsidies examines Nigeria’s attempt at reform, and why it went wrong. Gradual adjustment and decision transparency are key elements of success. Nigeria...
View ArticleWhy emerging market leaders should read Thomas Piketty
Thomas Piketty brought the debate over wealth inequality into the limelight in the US and Europe, but it could have an even larger impact on emerging and frontier markets. Six months ago, it would be...
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5 ways inflation is defining the 2014 economy
Inflation, or lack thereof, is an important global economic indicator. Whether it is Sweden or Brazil, central bankers or policymakers, here’s a look at why inflation is so influential. 1. Europe,...
View ArticleInvestors underestimating risk in emerging market stocks
Despite political turmoil, investors remain bullish on emerging market equities. Is this because of improved understanding of risk, or complete misunderstanding? When the ‘taper tantrum’ hit for a...
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Why do low risk premia persist despite global turmoil?
Low risk premia for emerging market assets are persistent. Yet, the world is awash with turmoil and uncertainty. How do we explain this seeming contradiction? The Bank of International Settlements...
View Article2015 outlook for core Africa markets positive, says Malick Badjie
GRI sat down with Malick Badjie, director and head of Investment Solutions at Silk Invest, to discuss investment outlook in core African markets for 2015 and beyond. In 2008 when the global recession...
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Where to invest in 2015 in Asian emerging markets
We are at crossroads of diverging monetary policies. GRI’s analyst Tanya Rawat breaks down what this means for investment in emerging markets (EM) in Asia. The U.S. gets ready to tighten policy rates...
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