As I write this, Japan is once again in a funk. The yen has come ever so close to its post-WW2 high of JPY79.70/US$ seen in 1995, the Nikkei has touched 16-month lows, and now, the governing Democratic Party of Japan (DPJ) has become embroiled in an internal power struggle between Prime Minister Naoto Kan… [Read more]
In this week’s Business Monitor Podcast ‘role-reversal’ Terry Alexander, Head of Country Risk and Capital Markets at Business Monitor, interviews Mark Schaltuper, Head of Latin American Markets, on the investment outlook for Brazil in 2010. With much of the ‘Great Brazil Hype’ already priced in, Mark argues that the tide may be turning for Brazilian… [Read more]
With the centre-right taking control in Germany and polls suggesting the same for the UK in 2010, we ask David Snowdon, Global Economic Strategist at BMI, to examine the potential policy repercussions for Western Europe and beyond. While the centre-left has lost ground electorally, David suggests that this may not necessarily herald a major ideological… [Read more]
