Against an increasingly challenging global economic backdrop, Richard Hamilton, Head of Latin America analysis at Business Monitor International, outlines three core themes for the region. Having been among the first regions to emerge from the global economic downturn in 2009, we take a look at the likely impact of a double-dip in China and an [Read more...]
Cautious appears to be the best way to describe sentiment among Mexico City’s executives and bureaucrats at present, or at least that was the feeling Risk Watchdog came away with after spending a week on the ground there. This is not surprising, given the severity of the blow to Mexico’s economy from the recent downturn. [Read more...]
The timing, as ever, is a little tricky, but at some point during the second half of the year, commodity markets are going to turn lower, and when they do, the move is going to be hard and fast. At the moment, though, the bubble is still forming.
Our view of the world starts with our [Read more...]
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