Continued Multi Speed Recovery in 2011

The World in 2011 by The Economist projects a continued multispeed recovery with emerging markets growing output faster than the Rich World. “Nowadays, it is usually sunnier in the emerging world, and so it will again prove in 2011. Yet there, too, much of the growth in 2010 came from the pocket-books of national governments.Continue reading “Continued Multi Speed Recovery in 2011”

Goldman Sachs’ Jim O’Neill in The Economist on BRIC Growth

In the World in 2011, Goldman Sachs’ Jim O’Neill gives his forecast for 2036. “Will China have overtaken America in economic size? Will the BRIC economies collectively be as big as the G7? Will European Economic and Monetary Union (EMU) still exist? Will Britain have joined it? Will the international monetary system be anything likeContinue reading “Goldman Sachs’ Jim O’Neill in The Economist on BRIC Growth”

Prospects for M&A in the BRIC countries

Financier World Wide brings this week a deep analysis on 2011 prospects for M&A in the BRIC countries.I found it a good summary of M&A activity in Brazil, Russia, India and China. My highlights from the original text “While there will always be economic and legal hurdles to global M&A, as it stands the prospectsContinue reading “Prospects for M&A in the BRIC countries”

The G20 aftermath: The Delhi consensus

The Economist outlines India’s appeal in reporting on the aftermath of the G20 meetings – an interesting contrast with Brazil. “India’s appeal to foreign investors is easy to see. Its economy grew by 8.8% in the year to the second quarter; the rupee has strengthened; and the Reserve Bank of India (RBI) this month raisedContinue reading “The G20 aftermath: The Delhi consensus”

The New Global Challengers by BCG

The latest Boston Consulting Group report on globalization identifies 100 companies that are shaking up the established economy. These are companies based in rapidly developing countries. BCG calls them the global challengers. “A group of companies from rapidly developing economies has begun to leapfrog past established multinationals in global industry rankings.” Brazil has 13 companies in theContinue reading “The New Global Challengers by BCG”

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