As we emerge from the doldrums of recession, it is easy to remain fixated on all the near-term challenges facing the global economy such as balance sheet repair and fiscal …
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Gold Price and Currency Correlations
Gold, which some would call the original currency, has been much in the headlines after soaring above US$1000/troy ounce in September. India bought 200 tons of the precious metal last …
Future Food Landscape
There are various forces shaping the global food landscape. What major challenges can be expected from this evidence? We summarise below the major issues surrounding global food security in the …
Steel: The End of the Commodities Super Cycle
The slowdown in the commodity price cycle predicted by many analysts for “after the Beijing Olympic Games” did indeed take place and, in just a few months, turned into a …
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BRIC Outward FDI – the Dragon Will Outpace the Jaguar, the Tiger and the Bear
Economic and financial commentary often focuses on BRIC (Brazil, Russia, India and China) FX reserve accumulation. BRIC outward foreign direct investment typically attracts less attention. While BRIC FDI (foreign direct …
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US-Russia Economic Relations
Introduction The discussion about a “reset” of US-Russia relations has moved into the spotlight since the Obama administration took office in January. Among the main topics of interest are nuclear …
Tariff Race in the 1930s – Subsidy Race Today?
As the economic crisis unfolds, some argue that customs duties are much less likely to be increased today than was the case during the Great Depression of 1929-1933. The general …
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