Category Archives: Emerging Markets

The Futility of Annual Top 10 Predictions

In every recent year, a black swan event has made top 10 lists appear quaintly naive and unimaginative. Our list is probably no better. This time of year, top 10 predictions are all the rage. These lists can be interesting and entertaining but how useful are … Continue reading

Posted in China, Economy, Emerging Markets, India, Iran, Oil, Russia, Saudi Arabia, Society, Terrorism, United States | Leave a comment

India’s Disruptive Gamble

by Ravi Srinivasan (Ravi discussed this post at the BreakingBank$ podcast. His segment starts at 20:10.) Modi’s demonetization was the other November 8th global earthquake. A thorough historical record will show that not one but two man-made events shook the world on … Continue reading

Posted in Corruption, Economy, Emerging Markets, Guest Post, India, Innovation, Podcast, Society, Taxation, Technology | Leave a comment

The Bridge from Laissez-Faire to Socialism

Cronyism remains unchecked in the world’s largest economy. We might object to the phrase crony capitalism for two reasons: First, because cronyism is in some ways the antithesis of capitalism. The freedom to compete and the freedom to fail that are central tenets of capitalism … Continue reading

Posted in 2016 Candidates, BRIC countries, Communism, Corruption, Cronyism, Economy, Emerging Markets, Society, United States, Wall Street | Leave a comment

Talking about populyst and the populyst Index

Aaron M. Renn, a senior fellow at the Manhattan Institute and a contributing editor at City Journal, invited founder Sami J. Karam to discuss populyst and the populyst index. Topics include the economies of America and China, Europe’s demographic stagnation and Africa’s population … Continue reading

Posted in Africa, BRIC countries, China, Demography, Dependency Ratio, Economy, Emerging Markets, Europe, Germany, India, Innovation, Japan, Podcast, Society, Sub-Saharan, United States | Leave a comment

A Rough Estimate of GDP Growth in Africa and Asia

It is morally right that every child should be given the best chance to survive, eat well, stay healthy, and receive an education. Now we also know that it is among the best investments we can make. Healthy, well-educated kids … Continue reading

Posted in Africa, BRIC countries, Demography, Economy, Education, Emerging Markets, Infrastructure, Kenya, Society, Sub-Saharan | 1 Comment

MENA Economies: Trouble Ahead

The economies of the Middle East and North Africa (MENA) are ill prepared for the coming population boom. War, terrorism, repression and poverty are all common features in much of today’s Middle East and North Africa (MENA). How are the region’s demographics changing in … Continue reading

Posted in Africa, Demography, Dependency Ratio, Economy, Emerging Markets, Iran, Iraq, Levant, MENA, Middle East, Saudi Arabia, Turkey, United Arab Emirates | Leave a comment

Rise of the Rest: A Vision Deferred

Changing demographics and the commodities crash have slowed down the development of poorer countries. Perhaps it all started with a turn in China’s demographics. Demand growth for commodities has declined sharply from recent years and has resulted in a crash of global prices. Copper is … Continue reading

Posted in Brazil, BRIC countries, China, Churchill, Commodities, Demography, Economy, Education, Emerging Markets, India, Investment, Kenya, Mexico, Natural Resources, Nigeria, Oil, Pakistan, Philippines, Russia, Society, Tanzania | 1 Comment

How Many People Will Live in Africa in 2050 and 2100?

Large declines in fertility will depend on raising female literacy above 80%. Every few years, the United Nations Population Division releases demographic projections for the entire world and for every country, region and continent. Although the UN’s database is the most used source on demographics, … Continue reading

Posted in Africa, Analysis and Opinion, Asia, China, Demography, Economy, Education, Emerging Markets, Family Planning, India, Investment, Kenya, Niger, Nigeria, Sub-Saharan, Uganda, United Nations, Urbanization, World Bank

China’s Demographics at a Turning Point

For decades, the decline in China’s birth rate was a big boost for the economy. What now? This week, schadenfreude could have been a word invented for China experts if you judge by some of the commentary surrounding the country’s lifting of its one-child policy. Most … Continue reading

Posted in BRIC countries, China, Demography, Dependency Ratio, Economy, Emerging Markets, Family Planning, India

Report: Africa’s Demographic Transition, Dividend or Disaster?

A recent report published jointly by the World Bank and by Agence Française de Développement highlights the challenge of realizing Africa’s promised demographic dividend. The title Africa’s Demographic Transition: Dividend or Disaster? (see footnote 1) sums up the authors’ thesis that the dividend is … Continue reading

Posted in Africa, Botswana, Demography, DR Congo, Economy, Emerging Markets, Ethiopia, Kenya, Niger, Nigeria, Society, South Africa, Sub-Saharan, Tanzania, World Bank