Effect of U.S. Rate Hikes on Emerging Markets

After years of flushing the financial system with easy money through multiple quantitative easing programs and low interest rates, the Federal Reserve has finally started to slowly raise interest rates and begin the challenging process of unwinding its massive US$4.5 trillion balance sheet.[1] The U.S. economy has been the centre of focus in this process,…

Infrastructure construction in Nigeria – A real boom?

Since the end of the financial crisis, infrastructure construction is booming in Nigeria. Rapid population growth and urbanisation make infrastructure and real estate construction in the country a necessity. The construction industry is now the second largest employer, growing around 9.5% annually over the past years. Construction is a particularly interesting sector for investment as…

The Risks and Opportunities of Climate Change

With increased political risk casting a pall over developed economies, continued weakness in the BRICS grouping of emerging markets, and a persistent slump in the value of African commodity exports, Latin America is an increasingly attractive continent for businesses and investors looking for economically robust and politically stable investment targets. However, for Latin America to…

The impact of Duterte’s Chinese Pivot

The landslide election of Rodrigo Duterte on May 9th 2016, who garnered almost as much support as his next two rivals combined, has been in great part attributed to his tough stance on curbing criminality, promising to wage a war against criminals. Despite the criticisms of various media outlets on his disregard of extrajudicial killings,…