Emerging economies

Taxonomy of a crisis

  We are in the midst of a crisis that cannot be easily compared to any other experienced before. This generates great uncertainty, which is reflected in unprecedented market volatility. However, from an investment perspective, this is “business as usual”, given that in every major crisis we find ourselves facing uncharted territory. Each crisis has … Continued

Trade War or the Third Opium War?

With the outcome of the trade war drama still up in the air, the only certain result is that we are all trade experts by now. Thus, I will spare you one more studious article on the subject, and elaborate instead on Trump’s strategic motivations, and why he is playing a winning hand. The doctrine … Continued