Was the Bank of Japan’s surprise foray into negative interest rates this January truly motivated, as some have said, by a desire to weaken the yen? Watch Tomomi Inada, Chair of the Policy Research Council for Japan’s Liberal Democratic Party, discuss the central bank’s dramatic policy shift.
Read More »Frontier Markets: The Great Hope for Growth?
How do you spot a nation with high potential for economic growth? Look for countries with very low per-capita GDP and where both institutions and the workforce are undergoing a transformation. Important emerging markets such as China and India met these criteria in the past, paving the way for high growth rates for more than a decade for each. But growth in emerging markets has slowed considerably as of late, and investors looking for high potential growth are increasingly turning to frontier...
Read More »Risks to Global Economy Abound in 2016
The global economy struggled through a difficult year in 2015, leaving a range of challenges for policymakers hoping to avoid a third leg of the financial crisis, panelists at the Credit Suisse 2016 Asian Investment Conference (AIC) said. The Federal Reserve’s moderation in monetary tightening is crucial to sustaining fragile global economic growth in 2016, while structural reforms in China, India, and other countries are essential if struggling emerging economies are to regain their...
Read More »Emerging Consumer Spending: Short-Term Pain, Long-Term Growth
Consumers in emerging economies can be forgiven for having a less than rosy outlook these days. Currency weakness, market volatility, and in some countries, political risk, drove declines in consumer sentiment throughout much of the developing world in 2015, according to the Credit Suisse Research Institute’s 2016 Emerging Consumer Survey. In the long-term, however, consumption in the emerging world is still a growth story – one driven by an emerging middle class and optimistic young...
Read More »AIC 2016 Panel: Oil and gas – where and when will the rollercoaster end?
What does the future look like for both oil and gas prices and for oil and gas companies, and can we expect prices to move higher or lower in the coming months? At the AIC 2016 a panel of energy experts and industry leaders: Dr. Fereidun Fesharaki, Chairman, FGE - FACTS Global Energy; Peter Botten CBE, Managing Director, Oil Search Ltd; and Osmar Abib, Global Head of Oil & Gas, Investment Banking and Capital Markets, Credit Suisse, discuss the complex dynamics affecting the oil and gas...
Read More »AIC 2016 Panel: Conflict in the Middle East – a regional issue with global consequences
Afflicted by conflict for centuries, religious, social, political and economic issues in the Middle East continue to fuel crises and cause widespread volatility across the region. Against this backdrop, a panel of regional experts at the AIC 2016 looked at the global consequences, the impact on capital flows, and the implications for markets globally. Panelists included: Afshin Molavi, Senior Fellow, Johns Hopkins University School of Advanced International Studies; Nicholas Burns,...
Read More »AIC 2016: China at a turning point – growth or stagnation?
Michael Pettis, Professor of Finance, Guanghua School of Management, Peking University discusses, at the AIC 2016, recent events in the Chinese equity and currency markets that have made it clear just how complex a task Beijing faces as it manages an extremely difficult adjustment to the deep imbalances created during three decades of rapid growth. How Beijing manages this adjustment will set the stage for the next three or four decades of growth or stagnation....
Read More »Jonathan Wilmot on China, Oil, and the U.S. Elections
Hear what Jonathan Wilmot, Credit Suisse’s Head of Macro Investments, Asset Management, had to say about Donald Trump, China’s new role in the global economy, and the outlook for oil prices at the Credit Suisse 2016 Asian Investment Conference (AIC). For more stories and videos from the AIC, please visit the conference website. The post Jonathan Wilmot on China, Oil, and the U.S. Elections appeared first on The Financialist.
Read More »AIC 2016: The disruptive potential of driverless vehicles
As advances in technology make driverless cars a reality, more companies are launching autonomous car programs. Lawrence D. Burns, who oversaw General Motors’ advanced technology and innovation programs, explores the forces shaping the future of roadway transportation and the convergence of new technology and innovative business models, at the AIC 2016. ------------------------------------------------------------------------------------ Subscribe to our channel:...
Read More »AIC 2016 Panel: Eating dangerously – why should you be worried about consuming fat and sugar?
Peter Attia, M.D. and Robert H. Lustig, M.D., M.S.L – two of the leading voices in nutrition science, present their views on how to live longer and better and what are the myths and facts in the world of nutrition at the AIC 2016. As we continue to discover more about nutrition, the benefits of healthy eating and living seem to be clear. But what defines ‘healthy’ and what is really causing obesity or diabetes?...
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