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Emerging Martkets Emerged
(2011)Europe's WorldThe world has talked about emerging markets for years. Locomotives of global growth, hot beds of productivity and burgeoning human capital: that’s all spot on, but dare I say it, horribly passé. We need ‘new thinking’ on emerging markets, and the news flash is pretty simple: geo-economic power has shifted so far East that we shouldn’t be referring to China as an emerging market, but an geo-economic powerhouse. More importantly, such gains ...Other Publication -
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The G-Factor Is Back
(2011)European Energy ReviewEnergy analyst Matthew Hulbert wonders, if markets are already jittery about unrest affecting small players such as Egypt and Tunisia, what will happen if major oil producers are affected? One thing is certain: after two years of “fundamentals” dictating oil prices, the “geopolitical factor” has returned to the oil market. And it is sending a strong message to OPEC: better quell the market now, or it might crush you later.Other Publication -