Disciplining international financial markets
KEY European leaders who had been campaigning for a new regulatory body to monitor international finance but could not clinch a favourable decision at the G-20 summit of November 15…
Is Goldilocks gone? Emerging markets face uncertain path under Trump
Investors hoping for a “Goldilocks” moment for emerging markets in 2025 following years of global interest rate hikes are grappling with significant uncertainty ahead of Donald Trump’s impending return to…
German government collapse could have silver lining for Europe’s markets
The collapse of Germany’s government could have a silver lining for the euro zone’s ailing economy with potentially higher spending likely to support its currency and stock markets, even if…
Myth defeats market
First, the ‘good news!’: Pakistan’s recent loss of a $20 million export contract to Sudan is not just a financial setback but a significant blow to its economy. This lucrative…
Why financial markets matter
A well-developed financial system comprising dynamic capital markets and a robust banking sector is considered a critical driver of investment, productivity, and sustainable economic growth. Here, I discuss how the…
Bond investors bet UK’s Reeves will avoid testing markets at budget
Britain’s borrowing costs have risen before the new government’s first budget, which could open the door to a big rise in debt sales - but investors are not betting on…
Political market
THIS story is about a country where the elites completely control politics and the economy. The elites are disproportionately overrepresented in parliament as money literally buys votes. The elites also…
Euro, now a safer bet, emerges a winner from market turmoil
The euro is trading at its highest this year against the dollar, emerging as a clear winner from the recent ructions in global currency markets that have unsettled a strong…
Sugar market equilibrium masks significant supply risks
The global sugar market faces supply risks, such as a lack of rain and port congestion in top exporter Brazil, that may wreck the current equilibrium with low stocks reducing…
