Macquarie: Emerging Markets Are Not Facing a 1997-Style Crisis—They’re Facing Something Worse – Bloomberg Business 09-16-15

On September 16, 2015   /   Brazil Economy, China Economy, Emerging Market Economies, Global Economy, Malaysia Economy, Philippines Economy, Russia Economy, South Africa Economy, South Korea Economy, Turkey Economy  

Salient to Investors: Viktor Shvets and Chetan Seth at Macquarie said: Emerging markets and economies are in a worse situation than in the 1997 Asian financial crisis because they now face far longer, more painful and insidious disease with limited or no cures or exits, punctuated by occasional significant flare-ups. The effect

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Fareed Zakaria GPS – CNN 09-13-15

On September 13, 2015   /   China Economy, Cuba Economy, Economics, Europe Economy, Fareed Zacharia, Germany Economy, Global Economy, Investing, Major Trends, Middle East, Russia Economy, Ukraine Economy, US Economy  

Salient to Investors: Fareed Zakaria said: China’s economy is nearly 2.5 times that of Japan so even if growth slows substantially, China will continue to have seismic effects on the global economy. Henry Kissinger said Republican candidate China-bashing is dangerous and could create an atmosphere a la Europe before WW

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Fareed Zakaria GPS – CNN 08-23-15

On August 23, 2015   /   Economics, Fareed Zacharia, Global Economy, Iran Economy, Natural Gas, Oil, Russia Economy, Saudi Arabia Economy, US Economy  

Salient to Investors: Fareed Zakaria said: The last time oil fell more than 50% in less than a year, in the 1980s, the Soviet Union collapsed. Saudi Arabia wants to put American shale and tight oil producers out of business, but they have survived using technology and smart business practices.

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Fareed Zakaria GPS – CNN 08-16-15

On August 16, 2015   /   China Economy, Fareed Zacharia, Iran Economy, Middle East, Russia Economy, Singapore Economy, US Economy  

Salient to Investors: Fareed Zakaria said: The Iran nuclear agreement is flawed, but has the toughest terms ever negotiated and sets back Iran’s nuclear program more than any serious military campaign would. Automatic re-imposition of sanctions can be triggered unilaterally by the US. Iran gets sanctions relief regardless because allies will not extend sanctions

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Iran looks to energy reserves for post-sanctions influence – BBC News 06-05-15

On June 5, 2015   /   Europe Economy, Iran Economy, Natural Gas, Oil, Russia Economy  

Salient to Investors: Iran would be a superpower in global energy markets if reserves in the ground were the measuring stick – only Russia has more oil and gas reserves. The CIA reports proven natural gas reserves in 2014 (in cubic metres) in Russia were 47,800,000,000,000, in Iran 33,800,000,000,000, in Qatar 25,070,000,000,000, in the US 8,734,000,000,000, in Saudi Arabia 8,235,000,000,000. Jamie Ingram

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Fareed Zakaria GPS – CNN 03-08-15

On March 8, 2015   /   Africa Economy, Asian Economy, China Economy, Economics, Europe Economy, Fareed Zacharia, Global Economy, Iran Economy, Russia Economy, US Economy  

Salient to Investors: Fareed Zakaria said: Netanyahu’s alternative to the Iran nuclear deal is divorced from reality – his predictions about Iran’s nuclear threat have been wrong for 25 years. Without a nuclear deal, Iran in 10 years will have 50,000 centrifuges, massive stocks of highly enriched uranium, new facilities, thousands of

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Fareed Zakaria GPS – CNN 02-22-15

On February 22, 2015   /   Brazil Economy, Economics, Emerging Market Economies, Fareed Zacharia, Germany Economy, Global Economy, Middle East, Oil, Russia Economy, US Economy  

Salient to Investors: Fareed Zakaria said: There are 1.6 billion Muslims in the world of which perhaps 30,000 are members of ISIS. Sheri Berman at Barnard College says ideologies succeed when they replace failed ideas. ISIS has benefited from the failure of Pan Arab-ism, Republicanism, nascent efforts at democracy, economic liberalism and

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Fareed Zakaria GPS – CNN 02-15-15

On February 15, 2015   /   China Economy, Economics, Europe Economy, Fareed Zacharia, Germany Economy, Gillian Tett, Global Economy, Greece Economy, IMF, India Economy, Russia Economy, US Economy, Zanny Minton Beddoes  

Salient to Investors: Fareed Zakaria said: The IEA said Russia faces a perfect storm of collapsing oil prices, international sanctions and currency depreciation. The IMF predicts the Russian economy will contract by 3% in 2015. Putin does not respond to higher costs in a rational calculating manner. Military aid to

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