by Bill | Nov 21, 2012 | Emerging Markets, European Economy
While a good deal of investor attention has been focused on the US of late, in the process relegating the EU debt crisis into clear second place, CEE economies have been largely subjected to benign neglect. Arguably this is a mistake, since a lot can be learnt from...
by Bill | Oct 15, 2012 | Asia, Demographics, Emerging Markets
South Korea is still being touted as an emerging market, but this is increasingly becoming a misnomer. The country’s demographics are now increasingly negative and the South Korean society is in the throes of a long and painful economic and demographic...
by Bill | Aug 14, 2012 | Emerging Markets, Featured, Global Economy
In principle, a negative current account should not be a problem for Indonesia given the economy’s strong demographic profile, but the slump in external demand will expose the strong credit growth in the domestic economy. A deteriorating current account deficit...
