Blog

Jokowi: Reformist Or Populist?

With the controversy over Indonesia's recent presidential election finally beginning to subside, it now appears that favourite Joko Widodo will accede to the presidency after all. While we have been generally positive on Jokowi's candidacy, we...

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Nigerian Energy Reforms: Light At The End Of The Tunnel?

Nigeria's dilapidated infrastructure is a key factor holding back the country's economic growth. Power generation is particularly poor; the country of 170 million people produces less electricity than Hungary or the Netherlands. A much-delayed...

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China: Increased Risks From Zhou Yongkang Investigation

China faces considerable political risks from the Communist Party of China (CPC)'s official investigation into former Politburo Standing Committee member Zhou Yongkang, the party's highest-profile target in more than three decades. The corruption...

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100 Years After World War I, Could A World War Happen Again?

The 100th anniversary of the start of World War I on July 28 is an opportune time to discuss the question, 'could there be another world war?' Most observers believe that today's great powers are too economically interdependent with one another...

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Global Markets: EM Looking Good Versus DM

After adopting a neutral view on developed markets (DM) over emerging markets (EM) equities a couple of months ago, following an almost four-year run of being bullish towards DM over EM, we are seeing an increasing number of opportunities in...

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Putin Facing Greater Risks From MH17

Russian President Vladimir Putin's hitherto 'successful' efforts to destabilise Ukraine have now – following the destruction of flight MH17 – had much greater consequences than could have been imagined. Even though responsibility for the airliner's...

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Built In 20 Years, Europe's Telecoms Empire Crumbles

Europe's 20-year telecoms competition initiative has benefited millions of consumers and businesses through increased choice and quality of service. However, this achievement is threatened by regulatory, competitive and technological pressures and...

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Russia-Ukraine Crisis: Implications Of Malaysian Airliner Crash

Facts about the destruction of a Malaysian airliner over Ukraine on July 17 are still emerging, but regardless of the cause, the incident is certain to increase international tensions surrounding the Russia-Ukraine conflict. Unsurprisingly, both...

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Russia And Ukraine: Dangerous Moves Ahead Of Endgame

Although we believe that Russia and Ukraine would both like to end the conflict in Eastern Ukraine, respective presidents Vladimir Putin and Petro Poroshenko cannot afford to lose face. This means that the fighting will not end too soon, and that...

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