China’s Youth and its President: A Ticking Time Bomb?
The West still hasn’t understood the philosophy of the leader of the world’s second-largest economy. While the U.S. government was sending checks to consumers during...
Tag: emerging market
Chinese Banks at the Heart of the Recovery Plan
Chinese state banks are following the path set by the Chinese party, devoting a significant portion of their energy and margin to boost domestic consumption....
The BRICS Bloc: A Future Giant is Born
The term “BRIC” was coined in 2001 by economist Jim O’Neill at Goldman Sachs Group to highlight the strong growth rates in Brazil, Russia, India,...
India: a world of opportunity or a new systematic risk
The Rupee is on the brink of setting a new record low against the dollar, yet the Indian currency is faring much better than the...
A liquidity crisis in India sends interbank funding rates skyrocketing
The weighted average call rate, a day-to-day funding rate set by the central bank, rose to 6.78%, above the upper band of interest rates of...
India: A challenging year ahead
India’s booming economy has been the envy of many. But early signs of an economic slowdown have emerged beyond expectations. Any cooling, mainly if driven...
The New Geopolitics of Oil
Fueled by the war in Ukraine, oil prices had surged above $100 a barrel to levels last seen in 2014. With recessionary prospects, prices have...
Emerging markets caught in the crossfire
Emerging market central banks face a catch-22 where falling economic growth means they can’t maintain tight monetary conditions, but high inflation doesn’t allow them to...
COP 27 or the European hypocrisy
At COP 27, the French President, Emmanuel Macron, made the apostle of the energy transition, proclaiming that the Ukrainian conflict will not postpone the measures...