The Customs Union or a Customs Union? Or just confusion?
The British political class is riven with dissent over what type of Brexit is most desirable. This is because, after…
7 years ago
Economics & Markets
African Dawn: Why African markets will rally in 2018
Imagine a continent which leads the world in mobile telephony banking and in fourth generation (satellite) internet access. This is…
7 years ago
The State of the (Spanish) Union
The Catalonian insurrection has been defeated by the will of Madrid - mercifully without ugliness. But many Catalans are resentful…
7 years ago
Shaking the magic money tree
Money doesn’t grow on trees – so we are told. Yet central banks like the Bank of England can create…
7 years ago
Mellon on the Markets
Another year, another pilgrimage to the JP Morgan Biotech conference in San Francisco, now in its 26th year. About 9,000…
7 years ago
The only 2 words you need to know in 2018
To Benjamin Braddock (Dustin Hoffman in Mike Nichols’ film The Graduate), the well-meant one-word piece of advice was “plastics”. To…
7 years ago
Unemployment in Emerging Markets should not spook investors
Developing countries like Kenya tend to have shockingly high rates of unemployment. But that should not deter investors – rather…
7 years ago
Is this market the best way to tap into African potential?
Kenya is once again politically stable and is fast becoming the most mature emerging market in Africa. Jambo!* When you…
7 years ago
Were we wrong to rescue the banks?
There are times when certain decisions have an unusual impact on subsequent events. We reach, in other words, a ‘fork…
7 years ago
Forget productivity – the most important thing is wages
The most important problem facing the UK government in 2018 is that wage growth has stalled. Mrs May needs to…
7 years ago