Global Politics & Macro 2/2

Feb 7, 2021
3 min

India’s budget battle against faltering GDP

On the 26th November 1947, the first Union budget of Independent India was published. The latest, unveiled on 1st of February, echoes...

Jan 4, 2021
3 min

The participation gap: The role of developing economies in the climate crisis

We are living in a global climate crisis. This is undeniable. For millennia, global carbon dioxide levels had not been above roughly 300...

Jan 4, 2021
2 min

Global Investors In Trouble After The Chinese Government Cracks Down On Ant Group

Ant Group and Alibaba, the two titans of Chinese technology founded by Ma Yun (Jack Ma), are being heavily regulated by the Chinese...

Dec 29, 2020
5 min

Central Europe Moves Centre Stage

This is a guest article written by Senior Director of EMEA, Nigel Rendell, at Medley Global Advisors, a world-leading independent macro...

Dec 13, 2020
3 min

Asian miracle or investment minefield? The reality of Vietnam’s rapid economic development.

In recent years, the Vietnamese economy has maintained high growth. It is one of the world's fastest growing countries, and many media...

Dec 13, 2020
2 min

Turmoil in India: Why farmers are protesting against agriculture laws

Tens of thousands of farmers from northern India have swarmed New Delhi, blocking roads and highways in protest against the three...

Nov 29, 2020
3 min

#EndSars, More Than a Protest: A glimpse into decades of social and financial hardship

In the wake of increased global scrutiny on police brutality, mass protests erupted across Nigeria against the controversial police unit,...

Nov 29, 2020
3 min

Internationalising the Yuan: The Renminbi’s growing role in global financial markets

China has been taking significant steps in a bid to internationalise the yuan. The launch of new yuan-denominated copper futures this...

Nov 29, 2020
3 min

A Disillusioned Democratic Base - is there trouble brewing?

On the 7th of November 2020, one half of America collectively let out a huge sigh of relief when Joe Biden, Vice President for the Obama...

Nov 16, 2020
3 min

Are the Tides Turning on the Lira? - Political shake-up sparks hope for the drowning currency

The Turkish Lira has been gasping for air, as it struggles not getting swallowed up by the predatory double-digit inflation haunting the...

Nov 16, 2020
2 min

What a Biden Presidency means for Climate Change

The infamous climate change denier Donald Trump announced in 2017 that he would take the US out of the Paris Climate Change Agreement...

Nov 16, 2020
3 min

Neo-Colonialism in Africa? The Chinese Belt and Road Initiative

China is exerting a new form of colonialism on the African continent and it is being largely unopposed. The Chinese Belt and Road...

Nov 16, 2020
2 min

Lael Brainard – Making the centre hold

Lael Brainard may be your favourite economic advisor’s economic advisor. Now, she is the top contender for Biden’s Secretary of Treasury....

Nov 2, 2020
2 min

Biden and Trump’s Economic Plan: A Comparison

With the impact of the pandemic on the economy, the economic agendas of the candidates in the 2020 US general election have become...

Nov 2, 2020
3 min

‘Dual Circulation’: The economic direction of china in the era of unilateralism

Since the President of China, Xi Jinping, first proposed the concept of a ‘dual circulation’ economic model in May of this year, analysts...

Nov 2, 2020
3 min

What a ‘Blue Wave’ Win Could Mean for US Equity Markets

This coming Tuesday, the US goes to vote for its 59th quadrennial presidential election. Joe Biden, the Democratic candidate, is...

Oct 26, 2020
2 min

It’s China’s World, We Are Just Living in It

After months of bleak news, most of the world may be counting the days for this year to finally end. In Europe, the feeble recovery after...

Oct 19, 2020
2 min

Is the Russian rouble a new US election barometer?

Recently, Bloomberg likened the performance of the Russian rouble to a barometer measuring President Trump’s chances of re-election in...