In Late 2006, Aaron Krowne, a computer scientist and mathematician, started a website that documented the real-time destruction of the subprime mortgage lending industry. The Mortgage Lender Implode... more
As the Brazilian economy made good progress towards recovery in 2016, its benchmark equity Bovespa Index offered investors a whopping 76.1% in total returns. Going forward, we think Brazilian... more
Caught in the crosswinds of US President Donald Trump’s aggressive budget-cutting is one programme that Democrats and Republicans should both support. The Overseas Private Investment Corp (OPIC),... more
With the launch of Samsung’s Galaxy S8 smartphone in late March and the Apple iPhone 8 expected to be launched later this year, the Asian electronics manufacturing supply chain has shown... more
India has never been a perfect democracy. But for decades it’s succeeded in being a representative one. Its politics are raucous, with dozens of parties and unwieldy ruling coalitions. This has long... more
Robert Silvers, who died on Monday morning, was the editor of the New York Review of Books since 1963, meaning that for more than 50 years he presided over the leading literary magazine in the... more
China’s Communist government has never shown much concern for the privacy of Chinese citizens. If you have something to hide, the thinking goes, we probably need to know it. In one form or another,... more
China is nothing if not creative in protecting its local industries. Although it has liberalised its economy in recent years, it has also erected a sophisticated set of barriers to safeguard... more
In 2016, Singapore banking stocks garnered an average total return of 7.3%, exceeding the Straits Times Index’s 6% total return (in ringgit terms). The year had been largely challenging for the... more
China`s National People’s Congress (NPC), which concluded on Wednesday, didn’t do much to ease the main worry about the world’s second-biggest economy: Its large and growing pile of debt. In fact, to... more