Fareed Zakaria GPS – CNN 02-01-15

On February 1, 2015   /   Africa Economy, China Economy, Economics, Fareed Zacharia, India Economy, Latin America, Mexico Economy, US Economy  

Salient to Investors: Fareed Zakaria said: Negative foreign policy is about preventing bad things from happening, confronting dangers and dealing with bad guys. Positive foreign policy is about building new relationships, expanding markets and opportunities, strengthening alliances and values. India will be the next global Goliath, though not as fast growing

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Income Inequality Significantly Hurts Economic Growth, OECD Says – Bloomberg 12-08-14

On December 8, 2014   /   Economics, Italy Economy, Mexico Economy, OECD, UK Economy, US Economy  

Salient to Investors: The OECD said: Widening inequality creates a drag on economic growth that can be counteracted by tax policies to benefit the less well-off. Changes in wages and salaries have been the biggest direct driver of inequality. The earnings of the 10% best-paid workers have risen relative to the

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Global AgeWatch Index: Norway best for older people – BBC News 09-30-14

On September 30, 2014   /   Canada Economy, Economics, Germany Economy, Latin America, Mexico Economy, Norway Economy, Retirement, Sweden Economy, Switzerland  

Salient to Investors: HelpAge International said: Norway is the best of 96 countries to grow old in, followed by Sweden, Switzerland, Canada and Germany. Afghanistan is the worst. Australia, Western Europe and North America rank highly. By 2050, 21% of the global population will be over 60, when 40 of the 96

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Markets punish South America’s Bad and Ugly economies – BBC News 02-02-14

On February 2, 2014   /   Argentina Economy, Brazil Economy, Chile Economy, Columbia Economy, Indonesia Economy, Mexico Economy, Peru Economy, South Africa Economy, Turkey Economy  

Salient to Investors: Investors are abandoning emerging economies, good and bad, for the US. Morgan Stanley said Brazil, Indonesia, India, South Africa and Turkey are the Fragile Five – all with large deficits, slowing growth and vulnerable currencies. Argentina is generally credited with starting the general panic after playing fast and

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IMF Cuts Global Outlook, Warns of U.S. Default Threat – Bloomberg 10-08-13

On October 8, 2013   /   China Economy, Emerging Market Economies, Europe Economy, Global Economy, IMF, India Economy, Mexico Economy, Russia Economy, US Economy  

Salient to Investors: The IMF said: Advanced economies are gradually strengthening while growth in emerging-market economies has slowed. The effects of any failure to repay US debt would be felt right away, leading to potentially major disruptions in financial markets, both in the US and abroad, though this has a

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How 37-Year-Old Teacher Imperils Pimco’s Bond Bet: Mexico Credit – Bloomberg 09-03-13

On September 3, 2013   /   Bond Market, Mexico Economy, Pimco, Scottish Managers  

Salient to Investors: Marco Oviedo at Barclays said teacher protests are a sign that President Nieto may struggle to push through his energy and tax-law plans without modification. Oviedo said education reform shows that it won’t be easy to pass other reforms that hurt certain political groups or interests. Opposition to Nieto’s pledges

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BRIC Bust Seen in Emerging Market Discontent With Growth – Bloomberg 07-22-13

On July 22, 2013   /   Brazil Economy, China Economy, Economics, Emerging Market Economies, Global Economy, IMF, Mexico Economy, Philippines Economy, Russia Economy  

Salient to Investors: Stretched budgets and sluggish growth are putting emerging-market governments on a collision course with rising pressures from recently empowered middle classes for more spending and better services. Policy makers face the end to an era of abundant global liquidity that helped fuel the fastest expansion in three decades. The

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Fareed Zakaria GPS – CNN 07-21-13

On July 21, 2013   /   China Economy, Economics, Europe Economy, Fareed Zacharia, Mexico Economy, US Economy  

Salient to Investors: Fareed Zakaria said: Unlike most developing nations, China spends little on subsidizing current consumption but spends massively on export-free zones, highways, rail systems and airports. No developing democracy has been able to ignore short-term political pressures and execute a disciplined growth strategy with such success. China’s growth

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Fareed Zakaria GPS – CNN 07-14-13

On July 14, 2013   /   Fareed Zacharia, Mexico Economy, Pakistan Economy, US Economy  

Salient to Investors: Fareed Zakaria said: Pakistan is full of Islamic radicals, nuclear weapons, ambitious generals, and corrupt politicians but things are changing. For the first time in its history, an elected government completed a 5-year term, giving way to a new set of democratically elected leaders. Pakistan’s demographics are vibrant. A third

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