IMF Asia Outlook May 2017
Category: Emerging Markets
India: Reforms Add to Growth, Lower Inequality
India's lackluster economic performance was once cynically referred to as the "Hindu rate of growth"! How times have changed! The OECD reveals how extensive economic reforms have contributed to stronger growth, lower inequality, and reduced poverty. This valuable report also highlights an agenda for continued action. INDIA-2017-OECD
Saudi Arabia: Austerity and Transformation 2030
Chatham House provides a hugely valuable assessment of Saudi Arabia's 2030 Vision project, and its implications for the transformation of both society and the economy. Of course, the success or failure of these efforts will greatly influence the geo-politics of the region. saudi
Investment Strategy: Next 6 Months are Key for Trump Presidency
3 September 2017 Welcome to the launch of what will be a regular strategy review. Macro-themes have dominated market moves, especially following the Brexit referendum and the US and French elections. With the Trump Presidency entering a potentially decisive six months, I believe this will remain true during the year ahead. I am a believer [...]