Publication: Exame

Europe and the financial crisis

01.10.08 Publication:

This was supposed to be an American crisis, based on American subprime mortgages and American-style capitalism. So why do European banks seem now to be...

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Frustrating Japan

01.09.08 Publication:

Japan is an endlessly frustrating country for all those who wish that the world’s second largest economy would do better. The sudden resignation on September...

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India loses its shine

01.08.08 Publication:

Right now, with billions glued to their TV sets watching the Olympics, few would doubt that this year most of the world’s attention has been on China. Thanks...

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Optimism about climate change

01.07.08 Publication:

It is always right to look at agreements made at the annual Group of Eight (G8) summits of rich-country leaders with skepticism. These summits are little more...

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Inflation in the emerging markets

01.06.08 Publication:

In what feels like the blink of an eye, the emerging markets have been transformed from being global agents of deflation to becoming the sources of a new wave...

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The era of books about eras

01.05.08 Publication:

THIS is the era of books about the rise of new eras. The debacle in Iraq, the decline in America’s worldwide reputation under George Bush, the credit crunch,...

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The confounding commodity boom

01.04.08 Publication:

In the first edition of this column in January 2007, it was noted that having enjoyed a boom of about five years, commodity prices had begun to fall. Prices of...

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Hype about the credit crunch

01.03.08 Publication:

If you judge economic affairs according to the movements of financial markets, these are dramatic times. The collapse and rescue of Bear Stearns, America’s...

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Africa between Spielberg and Bush

01.02.08 Publication:

It is a good time to be an African. Does that statement surprise you? It might if you look at the violence in Kenya, or the continued slaughter in the Darfur...

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Don´t despair about the dollar

01.01.08 Publication:

One of the most famous sayings about investment came from one of the founders of the Rothschild banking family, Baron Nathan Rothschild. In the early 19th...

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Asia´s century and its implications

01.12.07 Publication:

When the idea first came up, in the 1970s and 1980s, it was labelled as "the Pacific century", as it was assumed that the 21st century would be dominated by...

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The real meaning of the credit crunch

01.11.07 Publication:

When finance ministers, bankers, central bankers and economists gathered in their thousands for the annual meetings of the World Bank and International...

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Can Brazil emulate China?

01.10.07 Publication:

Economic growth in Brazil in recent years has been disappointing, especially to the country’s many well-wishers abroad. During a commodity-price boom, and...

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Globalisation and the credit crunch

01.09.07 Publication:

August was such a hot month in the financial markets that it brought out all the sweatiest old cliches in the market-commentators’ lexicon. Traders were said...

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China turns inflationary

01.08.07 Publication:

For the past five years, companies around the world have talked of “the China price”, by which they mean the lowest price in their industry. China has come...

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Pain and the solution to climate change

01.07.07 Publication:

The debate over climate change has moved on—thank goodness. The gathering in Heiligendamm, Germany in early June of the leaders of the G8 rich industrial...

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Tough task for America´s next president

01.06.07 Publication:

We are in a post-ideological age. Unlike during the Cold War, there are no longer any easy labels to attach to ourselves, or with which to describe other...

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Questioning China´s growth

01.05.07 Publication:

At every stage during China’s remarkable three decades of economic growth, as the country shook off the dead hand of Maoist central planning, outsiders have...

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The real danger in America

01.04.07 Publication:

So far, it has been the scary monster that has stayed in the forest. Economists have been worrying for at least two years, in some cases more, about the...

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The state´s role in India´s growth

01.03.07 Publication:

What is the secret of economic development? Many of those who studied the success of Japan, South Korea and Taiwan in the 1960s, 70s and 80s, and who now study...

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The revival of Japan

01.02.07 Publication:

In today’s globalised economy, with fast-growing and appealing countries like the BRICs, it is hard being a rich, mature economy like Japan. By comparison to...

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Commodities and global growth

01.01.07 Publication:

The world economy has had such a fantastic four years that it has seemed almost rude, or perhaps imprudent, to ask why. The usual answer that is given is...

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