South Africa: A Miracle, But It Has to Do Better
Table 1: South Africa: Historic Data and Estimates
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Changes in Consensus Growth Forecasts for Japan and Greece
In Japan, 2010 forecasts for GDP growth, business investment and industrial production have risen strongly over the past few months after recent data releases have pointed to a swift turnaround…
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Back to Balance: What’s Next For the US Housing Market?
After nearly three years of falling home sales, plummeting house prices and moribund construction activity, 2009 saw signs of stabilisation and recovery in the US housing market. Key housing market…
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The Global Economy of Tomorrow: Better, Stronger, Faster
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…
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Future Food Landscape
The different roles and functions of food production and their inescapable interconnectedness
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Steel: The End of the Commodities Super Cycle
Chart 1: Steel Prices (between 1 January 1997 and 8 December 2008)
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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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Tariff Race in the 1930s – Subsidy Race Today?
Most tariffs are bound in trade agreements Intra-zone imports as % of world imports 2006
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