Danger of the super-dollar: Emerging market debt bubble is worse than 2007-08.
By Marcello Minenna in Milan and Edoardo Reviglio in Rome
The dollar has reached its highest level since the early 2000s on a trade-weighted basis. This reflects higher US interest rates, expansive monetary policies elsewhere, and rising international tensions. The ‘super-dollar’ cheapens exports to America’s still world-beating economy, helping the world recovery.
Market Volatility: A Driving Force for Corporate Strategy
by Dr. Andreas Ludwig
Flexibility is key when dealing with volatility and creates security. International diversification can help absorb different fluctuations. But especially the organization’s ability to adapt to changing markets is crucial. Dr. Andreas Ludwigs, CEO of the Umdasch Group, outlines what measures his company has taken to reach this ability.
“…the worst might be behind us in terms of Iraq…”
By Mehmet Şimşek, John Defterios
In 2013, Turkey was the fastest growing Economy in Europe. Despite the financial crisis, the Euro zone debt crisis, geopolitical tensions and a high commodity price cycle, Turkey has attained a significant 5 per cent growth rate over the past twelve years. In an intriguing interview Mehmet Şimşek discusses how Turkey has established its current economic position and reduced its vulnerability to external shocks.
Why infrastructure investment needs to become a real asset class
By Franco Bassanini and Edoardo Reviglio
The infrastructure sector faces major challenges. These include insufficient investment, partly due to fiscal consolidation, as well as shortcomings caused by poor project selection and planning, inefficient delivery, and persistent emphasis on building new capacity rather than using existing assets optimally...