Making sense of emerging markets

EM Themes

* The new players in global water, 16 Jan 2008
Local companies are succeeding where the multinationals failed
Trade and finance nexus
* The uranium party is over, 17 Dec 2007
There are no grounds to expect an extended bull market
Global supply chain
* China’s monetary muddle, 30 Nov 2007
Lacking a clear direction in monetary policy, the PBOC is undermining future stability
Domestic financial markets
* The jatropha mirage, 27 Nov 2007
Why hopes for a biofuel breakthrough could turn into a bad dream
Commodities
* How will China's bubble end?, 19 Nov 2007
The end of China's bubble is coming, but it's still some time off
Domestic financial markets
* Nuclear dreams, 13 Nov 2007
Obstacles in the path of the nuclear renaissance
Global supply chain
* Coals from Newcastle, 17 Oct 2007
Alleviating bottlenecks at coal export terminals
Global supply chain
* Sour milk, 10 Oct 2007
The latest beneficiary of the global protein demand surge
Commodities
* No brain, no gain, 3 Oct 2007
India and China are bidding up wages and looking offshore as they compete for scarce skilled labour
Trade and finance nexus
* BRICs aerospace ambitions, 20 Sep 2007
Russia, India and China can expect a rough ride in their quest to follow Brazil’s lead
Trade and finance nexus
How the US financial crisis will impact the BRICs How the US financial crisis will impact the BRICs, 6 Sep 2007
The crisis is real, but the BRICs should escape without significant damage
Trade and finance nexus
* Into Africa, 31 Aug 2007
The balance of strengths and weaknesses in the Indian and Chinese approaches
Trade and finance nexus
* Global protein outlook, 23 Aug 2007
Increased protein demand from the BRICs presents both opportunities and challenges for meat producers and exporters
Commodities
* New policy responses to Russia's inflation, 3 Aug 2007
Ruble appreciation is not the widely supposed fix for an economy now overheating from within
Domestic financial markets
* Fertile ground, 2 Aug 2007
The biofuel craze has led to a boom in fertiliser consumption
Commodities
* Trading worries, 26 Jul 2007
The implications of the Doha Round’s likely demise
Trade and finance nexus
* China trade and the chattering politicians, 23 Jul 2007
China's surpluses are soaring, but it's the structural changes that provide the road map to future trade trends
Trade and finance nexus
* Biofuel backlash, 17 Jul 2007
The chorus of critics grows louder
Commodities
* The new protectionism, 4 Jul 2007
Sovereign wealth funds have raised the spectre of protectionism, but the concerns are futile
Domestic financial markets
* The new protectionism, 4 Jul 2007
Sovereign wealth funds have raised the spectre of protectionism, but the concerns are futile
Trade and finance nexus
* The weakest link, 26 Jun 2007
The hidden costs for US companies of the China supply chain
Global supply chain
* Feeding the masses, 15 Jun 2007
Rising incomes in India and China will spur oilseed and meat imports
Commodities
* Learning to love stronger currencies, 6 Jun 2007
Politics force BRIC governments to prioritize inflation reduction over cheap currencies
Trade and finance nexus
* China at the helm, 24 May 2007
Chinese demand for iron ore and coal propels global shipping
Global supply chain
* Why global inflation will rebound, 25 May 2007
Global inflation is re-emerging, driven by the economic impact of China and other BRICs on global supply chains
Trade and finance nexus