by Sam Wilkin | Feb 12, 2014 | Blog
Speaking of brinksmanship, the passage of a bill to raise the US debt ceiling with no strings attached makes much more sense when viewed through a strategic lens. The standard view is that partisanship has rendered Washington dysfunctional, that the differences...
by Sam Wilkin | Feb 11, 2014 | Blog
Most economists have been too pessimistic about the Eurozone crisis. The famous names who forecast a Eurozone breakup – Martin Wolf, Niall Ferguson – were generally guilty of confusing “broken” with “cannot be fixed”. There were good reasons for this confusion....
by Sam Wilkin | Jul 14, 2009 | Blog
As a consequence of the global crisis, financial services executives are preparing for a regulatory overhaul. But probably few have considered how to deal with the intensive scrutiny of their sector that’s now coming from all corners – the public, NGOs, foreign...
by Sam Wilkin | Jul 12, 2005 | Blog
With oil prices near $60/barrel, it seems like the best of times for oil companies. But it easily could be the worst of times. Recall the tumultuous sequence of events that followed the last global surge in commodity prices, during the 1960s and 70s. In the mid-1960s,...
by Sam Wilkin | Jun 7, 2005 | Blog
The acquisition of IBM’s PC business by China’s Lenovo was no red herring. The emerging markets have, at long last, emerged. It looks, at first, like just another bubble in emerging equities. Following the acquisition of IBM’s PC business by China’s Lenovo, Chinese...
by Sam Wilkin | Jan 15, 2005 | Blog
The tsunami, which left as many as 160,000 dead, hit countries with a tenuous hold on political stability – a province of Indonesia that is home to a violent separatist movement, a region in Sri Lanka that is currently at peace but has fought a long-running civil war....
