Category Archives: BRICs

Putin wrestles with rouble tumble – FT

Posted on December 16, 2014 by macromon

The rouble has moved almost 20 per cent in half a day. Lex’s Joseph Cotterill talks to Neil Buckley, eastern Europe editor, about the choices facing Russia’s President Vladimir Putin and the implications for the Russian economy. Read the global … Continue reading →

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China growth slowest since global crisis – FT

Posted on October 21, 2014 by macromon

China’s economy grew last quarter at its slowest pace since the depths of the global financial crisis, raising concerns over global growth prospects. The FT’s Gabriel Wildau in Shanghai reports. For more video content from the Financial Times, visit http://www.FT.com/video … Continue reading →

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Bikers unexpected role in Brazilian election – FT

Posted on October 1, 2014 by macromon

São Paulo’s army of motorbike couriers have been dragged into a bitter war over the city’s public transport, one of the biggest issues affecting October’s presidential and local elections. The FT’s Samantha Pearson reports on their unlikely entry into the … Continue reading →

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Can India’s stock rally be sustained? – FT

Posted on September 12, 2014 by macromon

India’s stock markets have been powering ahead after the election win of Narendra Modi. James Crabtree explains the technical reasons why the rally may go on but how its sustainability depends on Mr Modi delivering his promised structural reforms. For … Continue reading →

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Brazilians react to candidate’s death – FT

Posted on August 14, 2014 by macromon

The FT’s Samantha Pearson speaks with Brazilians following the news of the death of presidential candidate Eduardo Campos. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

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How Vladimir Putin Rose, and Could Fall – StratFor

Posted on July 25, 2014 by macromon

Stratfor’s Editor-in-Chief David Judson and Founder George Friedman discuss how Putin’s handling of the Ukrainian crisis is influenced by recent Russian history and could lead to his downfall. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable) … Continue reading →

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Brazil’s World Cup hangover – FT

Posted on July 15, 2014 by macromon

As Brazilians try to get over their humiliating World Cup defeat, a bigger problem looms on the horizon: the country’s struggling economy. Samantha Pearson, the FT’s Brazil reporter, looks at what is worrying Brazilians and how this might affect the … Continue reading →

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Who’s Exposed to China?

Posted on March 13, 2014 by macromon

Good piece over at the FT’s beyondbrics blog on which emerging markets are exposed to China.   The table below looks at non-farm commodity exports (NFC) and share of exports to China as a percent of GDP.  The higher the score … Continue reading →

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Brazil Hikes

Posted on April 17, 2013 by macromon

Brazil‘s Central Bank increased interest rates on Wednesday evening to 7.5% from 7.25%.   The rate hike was not totally unexpected.  Here is what Forbes had to say, Central Bank president Alexandre Tombini hinted several times over the last week that … Continue reading →

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Emerging Markets: The Catch-Up Trade?

Posted on April 10, 2013 by macromon

Emerging markets are finally starting to find a bid.  The Brazilian Bovespa, after a nice reversal on Friday, came into the week down almost 10 percent with most other emerging market equity indices lagging the S&P500 in a big way.  … Continue reading →

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