Browsing Tag

IMF

AIIB Prelude to SDR Decision

In what can only be seen an unexpected Chinese success, several US allies have agreed to participate in China and India's Asian Infrastructure Investment Bank. The frustration with the US on this issue is palpable. There is another issue…

Some thoughts on Ukraine, part 1

It is about time I did a long-form political economy piece because a lot of what is occurring in emerging markets is of that ilk. The political economy dominates the economics of the issues in a way that makes discussing markets and…

Economic and market themes: 2014-03-28

The West has accepted Crimea’s annexation and will likely only increase sanctions if Russia goes further The Ukraine – IMF deal will put the Ukrainian economy through the wringer Russia’s economy is going to tank due to capital flight…
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