Publication: Exame
Europe and the financial crisis
01.10.08 Publication: Exame
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...
Read moreFrustrating Japan
01.09.08 Publication: Exame
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...
Read moreIndia loses its shine
01.08.08 Publication: Exame
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...
Read moreOptimism about climate change
01.07.08 Publication: Exame
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...
Read moreInflation in the emerging markets
01.06.08 Publication: Exame
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...
Read moreThe era of books about eras
01.05.08 Publication: Exame
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,...
Read moreThe confounding commodity boom
01.04.08 Publication: Exame
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...
Read moreHype about the credit crunch
01.03.08 Publication: Exame
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...
Read moreAfrica between Spielberg and Bush
01.02.08 Publication: Exame
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...
Read moreDon´t despair about the dollar
01.01.08 Publication: Exame
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...
Read moreAsia´s century and its implications
01.12.07 Publication: Exame
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...
Read moreThe real meaning of the credit crunch
01.11.07 Publication: Exame
When finance ministers, bankers, central bankers and economists gathered in their thousands for the annual meetings of the World Bank and International...
Read moreCan Brazil emulate China?
01.10.07 Publication: Exame
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...
Read moreGlobalisation and the credit crunch
01.09.07 Publication: Exame
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...
Read moreChina turns inflationary
01.08.07 Publication: Exame
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...
Read morePain and the solution to climate change
01.07.07 Publication: Exame
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...
Read moreTough task for America´s next president
01.06.07 Publication: Exame
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...
Read moreQuestioning China´s growth
01.05.07 Publication: Exame
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...
Read moreThe real danger in America
01.04.07 Publication: Exame
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...
Read moreThe state´s role in India´s growth
01.03.07 Publication: Exame
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...
Read moreThe revival of Japan
01.02.07 Publication: Exame
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...
Read moreCommodities and global growth
01.01.07 Publication: Exame
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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