Mr. Draghi, Mr. Arnault, and Europe’s Gordian Knot
What does the ECB bond purchase program announced by Mario Draghi last Thursday have to do with French billionaire Bernard Arnault’s application for Belgian citizenship on Saturday? Both reflect a...
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India Growth Story – A 9% Growth Miracle that Was Never Meant to Be
We believe that expectation of India’s (a dirigisme economy) growth miracle (9% plus rate of growth) is quite far-fetched. We, link this to the failure of the institution of parliament and judiciary...
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How Would Portugal Have Fared in the Past Decade Under the Debt Rule?
Portugal was the second country (after Greece) to ratify the fiscal compact treaty (together with the ESM). The fiscal compact will be implemented under the auspices of the European Court of Justice...
View ArticleWorst of the Eurozone Crisis Is Not Over Yet
All is relatively quiet in the eurozone these days – or at least that is what you might think, speaking to portfolio managers over the past few months. German chancellor Angela Merkel has visited...
View ArticleQE3: Buoying the GCC
The Economonitor’s QE3 week is perfect timing as we’ve been thinking a lot about the effects of the latest bouts of global monetary stimulus on the Middle East and North Africa – as summarized in part...
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What to Watch for 2013: MENA Edition
2012 has been quite another rollercoaster year for the Middle East, including rocky transitions, flareups and protracted conflict. Meanwhile the region finally started benefitting from the lagged...
View ArticleDas: Inflows to India Should Continue in 2013, Provided Adjustment Continues
In late December, RGE Managing Director Arnab Das sat down with Thompson Reuters to discuss the year ahead for India. Following strong inflows in 2012, Das noted that “the global environment has become...
View ArticleDo New Laws and Budgets Automatically Supercede Old Laws and Debt Ceilings? A...
RGE Senior Manager of Research David Nowakowski sits down to discuss how new legislation is reconciled with older laws with attorney David Mollow, presenting implications for the debt ceiling,...
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Why Did Brazil Underperform its Peers in 2012? Policy.
The end of Q4 brought forward interesting dynamics in the LatAm region: Namely, a sharp deceleration in inflation in every inflation-targeting economy, with the exception of Brazil (although we...
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Europe’s Destructive Creation: Why the Euro’s Biggest Problem is the Flawed...
William Oman, Economist for Western Europe and Finance & Banking at RGE, argues that a flawed narrative holds back more than just the euro crisis debate. What are the causes of the eurozone crisis?...
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