What started as a peaceful protest in Tottenham (in the London Borough of Haringey) on August 6 over the police shooting of a local resident, has since erupted into spontaneous riots across the capital and elsewhere in England (Scotland, Wales and Northern Ireland have so far been largely unaffected). Given the rapidity with which new… [Read more]
The Brazilian consumer sector is one of the most dynamic in the world, with growing incomes and a strong consumer culture driving up spending and delivering impressive revenue growth for the country’s retailers. The market is also relatively immature, with tremendous potential for expansion in underdeveloped parts of the country. Given this it is no… [Read more]
Risk Watchdog has just returned from Greater Tokyo, where I spent a week trying to get a handle on what’s happening in Japan. Regular readers will recall that I have generally been bearish on Japan’s economy, so this was a good opportunity for a first-hand refresher. I say ‘Greater Tokyo’, because I also visited Tokyo’s… [Read more]