LONDON – Following the recent summit of the BRICS (Brazil, Russia, India, China, and South Africa), where the group agreed to add six new members, I argued that neither it nor the G7 (Canada, France, Germany, Italy, Japan, the United Kingdom, and the United States – plu

 LONDON — When I coined the BRIC acronym back in 2001, my primary point was that global governance would need to adjust to incorporate the world’s largest emerging economies.

LONDON — Hardly a week goes by without various pioneers in artificial intelligence issuing dire warnings about the technology that they introduced to the world.

LONDON — Given all the uncertainty in the world economy today, we have been reminded that for all the authority economics commands, it is still a social science.

LONDON — Russia’s war in Ukraine, Vladimir Putin and Xi Jinping’s meeting in Moscow, and China’s apparent success in brokering a diplomatic rapprochement between Iran and Saudi Arabia have fuelled renewed chatter about threats to the global primacy of the United States, and parti

LONDON — During my lengthy career in finance, I picked up several market heuristics that have generally proven more useful than not.

LONDON — In January, I expressed optimism that a recession across the Western world (and beyond) was becoming less likely, and high-frequency indicators since then have indeed supported a benign outlook.

LONDON — As if conditions were not gloomy enough in the United Kingdom, the International Monetary Fund (IMF) recently downgraded the country’s growth forecast even as it offered a brighter outlook for the rest of the world. This was an odd and rather audacious move.

LONDON — Although it has been almost a decade since I gave up a full-time job in finance, markets, and market oddities, still fascinate me, especially when they send signals that run against a widely held consensus among analysts and investors.