Former Federal Bureau of Investigation (FBI) director Robert Mueller’s appointment by the Department of Justice (DoJ) as special counsel on Wednesday puts him in charge of investigating ties between... more
China’s just-completed conference touting its Belt and Road initiative certainly looked like a triumph, with Russian President Vladimir Putin playing the piano and Chinese leaders announcing a string... more
Since Chinese President Xi Jinping first launched his vision for the One Belt, One Road (OBOR) initiative in 2013, China has been gradually building the momentum for the implementation of this grand... more
Last week’s ransomware attack that brought down MRI (magnetic resonance imaging) scanners in the UK, railroad ticket machines in Germany, Interior Ministry computers in Russia and parts of the FedEx... more
Just about everybody assumes that China will overtake the US as the world’s indispensable economy.  One factor, however, could slow its seemingly relentless march and cast doubt on China’s prospects... more
With US President Donald Trump bent on reining in traditional trade partners with a host of retaliatory measures, a leading specialist emerging markets (EMs) investment manager sees some major... more
Once the initial market relief plays out — that, even during an unprecedented “anti-establishment” wave in both Europe and the US, French voters rejected a far right president in Marine Le Pen of the... more
“Maximising shareholder value” is one of those concepts that falls under the adage, “Be careful what you wish for”. I know this because, a long time ago, I was one of those wishing for it.  It seemed... more
In the US Federal Reserve’s (Fed) April policy meeting, chair Janet Yellen cited that the Fed is looking to trim its balance sheet through reduction of government and mortgage-backed bonds this year... more
Nine years ago, Warren Buffett and I made a 10-year charitable wager that pitted the returns of five funds of hedge funds against a Standard & Poor’s (S&P) 500 index fund.  With eight months... more