June 19, 2018 What’s Right with Investing in Russia? The nation is an international pariah, but it has some bright spots.
June 12, 2018 Warning Sign? A 10-Year Treasury That Can’t Break Past the 3% Barrier Benchmark bond yield falls short, raising concerns about an inverted yield curve.
June 5, 2018 Should Russia Still Be One of the BRICs? Once part of the quartet of up-and-coming emerging economies, its future is no longer bright.
May 30, 2018 Many Competitors Chase Finite Number of Deals Doubts about good acquisition targets rise as some PE firms hold back on buying.
May 22, 2018 Oil Rebound Helps Blunt Sanctions, but Russia Fundamentals Remain Challenged Tepid economic growth is a key concern for Russian investment, even as oil rebound provides relief.
May 15, 2018 Private Equity Storms into Tech Buyouts IT’s growth prospects lure PE firms, which once were leery of the field.
May 8, 2018 The Upshot of a North Korea Building Boom A peace accord on the peninsula may mean plenty of business opportunities for foreign companies—including those in the US.
May 1, 2018 Stock Market Volatility: The New Normal Calm trading days give way to more turbulence due to higher rates, retiring baby boomers, and index investing.
April 24, 2018 Three Scenarios for Trump-Kim Talks: Good, So-So, and Horrible With North Korea’s nuclear weapons at center stage, the parley’s outcome will affect markets and trade.
April 17, 2018 Inflation, a Key to Markets and Asset Prices, Should Remain in Check While indexes finally should rise above 2%, structural forces should keep it low.
April 10, 2018 South Korea’s Resilience and Economic Strength Key to Possible Accord on the Peninsula How one of the world’s poorest countries became a powerhouse—and may become wealthier still as a peace broker.
April 4, 2018 Why China’s Growing Middle Class Is a Boon for US Companies Despite tariff confrontations, there’s a growing market for American goods and services in the People’s Republic.
April 3, 2018 Washington Worry: China’s Appetite for Buying US Companies Trump administration nixes eight deals, looks for new ways to prevent tech heists.
March 27, 2018 Who Are the Hedge Fund Winners and Losers? Of the four major hedge strategies, long-short funds have been the champs. An iffy stock market may change that.
March 19, 2018 Rocky Road Ahead for China’s $1 Trillion Overseas Building Plan Though it steals the geopolitical spotlight, commercial viability and finance doubts dog its One Belt, One Road infrastructure venture.