EM Themes

* 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
* Cotton blues, 18 May 2007
The recent shift in US agricultural production towards corn is not "life-changing" for cotton prices
Commodities
* Sugar's slump, 8 May 2007
The global ethanol craze will do little to boost sugar prices in the near term
Commodities
* China's new path in managing foreign reserves, 29 Mar 2007
China joins a growing tide of countries seeking to diversify their reserves into a broad spectrum of global assets
Domestic financial markets
* China's new path in managing foreign reserves, 29 Mar 2007
China joins a growing tide of countries seeking to diversify their reserves into a broad spectrum of global assets
Trade and finance nexus
* New budget boosts long-term stability, 23 Mar 2007
Fundamental institutional changes set to transform Russia's fiscal management
Domestic financial markets
* Surging real here to stay, 19 Feb 2007
Financial markets are prevailing over the politicians
Domestic financial markets
* China: Hu's economic agenda, 7 Feb 2007
By connecting the dots of the leadership's recent policy initiatives, a picture of the agenda for 2008-2012 takes shape
Domestic financial markets
* China: Hu's economic agenda, 7 Feb 2007
By connecting the dots of the leadership's recent policy initiatives, a picture of the agenda for 2008-2012 takes shape
Economic policy and strategy
A stock picker's economy A stock picker's economy, 12 Feb 2007
Though the government holds back growth potential, Brazil's economy bowls along thanks to its companies
Domestic financial markets
Russia's banking boom Russia's banking boom, 25 Jan 2007
The main problem is not state ownership, but too little competition
Domestic financial markets
* From inward to outward direct investment--China's new growth strategy takes shape, 16 Jan 2007
China's love affair with FDI is giving way to a boom in outward direct investment
Economic policy and strategy
* Washington takes aim at China's currency policy, 20 Dec 2006
Washington increases the pressure on Beijing to let the yuan appreciate
Domestic financial markets
* Transforming Russia's Stabilization Fund, 11 Dec 2006
Alexei Kudrin, proposes major changes in how Russia manages its oil and gas windfalls
Domestic financial markets
* China: Yuan revaluation, Slowly, Slowly, 27 Nov 2006
Expectations that Paulson's mission to Beijing will bring pressures for yuan revaluation are a red herring
Domestic financial markets
A million a year A million a year, 22 Nov 2006
Russia's growth and immigration dilemma
Economic policy and strategy
* Chinese pension reform: Catalyst for restructuring?, 16 Nov 2006
A plan to allocate 10 per cent of new state share issues to pension funds promises more than it can deliver.
Economic policy and strategy
* Spotlight on Corporate Governance, 15 Nov 2006
Much has been achieved, but more remains to be done to improve corporate governance
Domestic financial markets
* Russia's WTO Accession, 15 Nov 2006
Good news close to hand: how good and how close
Economic policy and strategy
* China sustains global expansion, 1 Nov 2006
Learning the lessons of the new globalised economy
Trade and finance nexus
It's the Financial Markets, Stupid  It's the Financial Markets, Stupid, 30 Oct 2006
How best to understand prospects for the Russian economy
Domestic financial markets
* Has China a banking strategy?, 1 Nov 2006
The issues behind the ICBC IPO
Domestic financial markets