Category Archives: Economics
Why Demographics Are Core to Understanding Growth and Financial Markets
There is opportunity to exploit a gigantic demographic dividend — but it is accompanied by many avoidable threats and risks. Read More
Geopolitics Comeback and a New Great Game
Philippa Malmgren, president and founder of DRPM Group, calls for investment professionals to return geopolitics to the forefront of the landscape at the 2015 CFA Institute Middle East Investment Conference in Kuwait. Read More
Middle East Market Sentiment Survey: Equities to Have Highest Total Return in 2015
Ahead of the 2015 Middle East Investment Conference in Kuwait on 10 February 2015, CFA Institute conducted their fifth annual Middle East Market Sentiment Survey. Read More
With China Slowing, Can Asia Still Be the World’s Growth Engine?
With recent report that China’s growth disappointed in 2014, some financial professionals have concerns about economic growth in Asia. A broader view of the entire region yields important insights. Read More
Developing Strategic Plans for the New Reality — In the Middle East and Beyond
In Kuwait, the complexities of changing economic models and shifting priorities emphasize the challenges of investing in new realities. Read More
Little Market Reaction in a World of Risk
Old geopolitical risks have been replaced by new ones, but Nouriel Roubini sees financial markets largely unaffected. Read More
Modern Finance Is Seeing Historic Levels of Speculation
Not surprisingly, the 2008–2009 global financial crisis sent many financial professionals looking to history for a sense of appropriate context and perspective to understand the magnitude of such a catastrophic financial shock. This, in turn, sparked a general interest in financial history, but with few professional sources to turn to. At the 2014 Middle East Investment Conference, professor Adrian Bell, head of the ICMA Centre at the University of Reading’s Henley Business School considered the question of whether or not modern finance existed in the Middle Ages. Read More
Investment Professionals in MENA Expect Growth in 2014
Investment professionals in the Middle East and North Africa (MENA) expect the local economies to grow and think that Saudi Arabia, the United Arab Emirates, and Qatar present the best growth potential and investment opportunities in 2014. Read More
How the Middle Ages Handled “Too Big to Fail”
Adrian Bell’s research has found systemic risks and financial crises dating back to medieval Europe. Read More
Peter Zeihan: The World Should Watch Out for a Shift in U.S. Foreign and Economic Policy
Geopolitical analyst, Peter Zeihan, believes that North America has the capacity to become energy self-sufficient by 2020 and predicts a US that adopts a more economically isolationist stance. Read More
