by John E. Charalambakis | Feb 7, 2011 | Commentaries, Uncategorized
On August 9th of last year, we published on this website a commentary on what amounted to be a prelude to our September newsletter, regarding the Chinese bubble. A few months later and in the beginning of the new Chinese Year, we observe some troubling developments in...
by John E. Charalambakis | Feb 6, 2011 | Uncategorized
Στην παρούσα περίοδο, δύο δυναμικές διαμορφώνονται στο μέτωπο του πληθωρισμού. Η πρώτη έχει να κάνει με τις πληθωριστικές πιέσεις στα βασικά είδη διατροφής και ενέργειας. Βέβαια και οι δύο αυτές πηγές αποκλείονται από τον επίσημο υπολογισμό του τιμάριθμου...
by John E. Charalambakis | Feb 1, 2011 | Commentaries, Uncategorized
For the second part of our series on global hot spots, it should be pretty obvious where the news waves would have us cover: the Middle East, which might be living the days that the former eastern block of countries experienced starting in November 1989 with the fall...
by John E. Charalambakis | Jan 26, 2011 | Commentaries, Uncategorized
A few weeks ago we wrote that we are optimistic that another deep crisis will be avoided and that the Euro will survive. Recent developments and scenarios are unfolding that seem to confirm that optimism. However, we remain cautious for the next couple of months,...
by John E. Charalambakis | Jan 17, 2011 | Commentaries, Uncategorized
We’ve mentioned on several occasions in previous newsletters and commentaries our positive growth outlook for numerous emerging economies in the near future and the growing interconnectedness among them. This isn’t the first time that developing players...