by Sam Wilkin | Aug 6, 2014 | Blog
A tongue-in-cheek economic indicator with an uncanny track record of accuracy is that any country building the world’s tallest building will shortly thereafter enter recession. Malaysia completed the Petronas Towers in 1998, just in time for the Asian financial...
by Sam Wilkin | May 14, 2014 | Blog
To the great annoyance of longtime Brazil analysts, presentations on Brazil inevitably tend to start with the cutting remark generally ascribed (probably incorrectly) to French President General Charles de Gaulle: “Brazil is the country of the future and always will...
by Sam Wilkin | Apr 28, 2014 | Blog
Nigeria recently announced a statistical revision that at a stroke nearly doubled the size of the country’s economy. The International Monetary Fund, after careful review, endorsed the revised estimate as accurate. That said, there was some statistical trickery...
by Sam Wilkin | Apr 14, 2014 | Blog
Ahead of US-EU-Russia talks on the future of Ukraine on Thursday, pro-Russian protesters – possibly assisted by Russian special forces – have escalated their disruptions in Eastern Ukraine beyond Crimea. While media coverage is understandably alarmist, these...
by Sam Wilkin | Apr 1, 2014 | Blog
I tend to be bullish on Europe – partly as a corrective to the mass of commentators who too early wrote off the crisis in the Eurozone as irresolvable. This optimism has been justified by the recent run-up in European equities, with developed European countries...
by Sam Wilkin | Mar 28, 2014 | Blog
Following the extraordinary people power uprising that toppled the government of Ukraine, and after weeks of protests in Caracas, Venezuela’s capital, many are asking, “will Venezuela be the next Ukraine”? There are asking the wrong question. The question is, will...
