|
Comment
|
|
BALTIC BLOG: Bank regulators too slow to put foot down
bne
Fri, 25th Nov --
Markets and depositors are watching fearfully to see how great the fallout from the liquidation of Lithuania's Banka Snoras and its Latvian subsidiary Latvijas Krajbanka will prove. But how did the authorities let things get so out of hand in the first place?
|
| |
|
THE INSIDERS: Getting the message corporate governance matters
Brad Wells of Concorde Capital
Mon, 21st Nov --
Potential new market entrants in Ukraine today face a dramatically different reality than the IPO heyday of 2007 and the good news is that they are rising to the challenge.
|
| |
|
PERSPECTIVE: The dependency game
Bengt Dennis and Marcus Svedberg of East Capital
Mon, 14th Nov --
How will the slowdown in Western Europe affect Central and Eastern Europe?
|
| |
|
COMMENT: Thoughts from a Renaissance Man - flood of capital to EM
Charles Robertson of Renaissance Capital
Wed, 9th Nov --
Securities issued by EM banks, corporates and sovereigns have been running at a total of around $80bn per quarter since the third quarter in 2009. We have never seen such huge ability to borrow by the EM world via Eurobonds. Our concern is that this borrowing may have replaced syndicated lending.
|
| |
|
COMMENT: Russia and the WTO - creating incentives and timetables
Chris Weafer of Troika Dialog
Fri, 4th Nov --
World Trade Organization membership will have no immediate impact either on economic growth, the day-to-day operations of Russia's corporations or the risk premium investors apply to investment in the country. But membership will establish a powerful catalyst for a more serious approach to economic reform and industrial efficiency.
|
| |
|
KYIV BLOG: Kyiv - the new Minsk
bne
Thu, 3rd Nov --
Kyiv used to look to cities like Warsaw, hoping to become a full-fledged member of the EU. Now it looks increasingly like Minsk as it turns in on itself. The ruling elite is calving up the country's wealth as the government careens from diplomatic gaffe to democratic debasement.
|
| |
|
MOSCOW BLOG: Throw money at it
bne
Wed, 2nd Nov --
Rather than fixing the fundamental issues that are keeping investors away, the Kremlin is throwing money at the problem. But if you step back and look at the scale of the job at hand, all the tens of billions of dollars being put on the table is just a drop in the ocean.
|
| |
|
COMMENT: Why the Latvian model is not valid for Greece
Charles Robertson of Renaissance Capital
Wed, 26th Oct --
A German victory at the October 26 summit on the euro is most likely, meaning a Japanese-style deleveraging combined with German-style structural reforms. But this effort to make peripheral Europe more German-like will prove very problematic.
|
| |
|
COMMENT: Russian Imperialism - don't be afraid of the bear
Kingsmill Bond of Citigroup
Tue, 1st Nov --
The fear of Russia Imperialism is back, but there are no grounds for it. Rather, Russia is a middle-sized power which is ever more likely to form closer ties with Europe in a bid to modernise its economy and stave off the threat of China.
|
| |
|
COMMENT: CEE is better prepared for the new storm
Juraj Kotian of Erste Bank
Thu, 27th Oct --
The reaction of the Central and Eastern European region to the global slowdown should be less severe (in relative terms to the Eurozone) than in the post-Lehman crisis, as CEE economies are in a completely different stage of their economic cycle and have reduced their imbalances.
|
| |
|
PERSPECTIVE: One-way ticket
Tim Gosling in Prague
Thu, 27th Oct --
The tortuous path to agreeing a plan to deal with Europe's sovereign debt crisis illustrates clearly the EU is stuck at a crossroads. It's hard to see another road other than closer fiscal union.
|
| |
|
THE INSIDERS: "Give me chastity, but not yet"
Ivan Tchakarov of Renaissance Capital
Wed, 26th Oct --
One possible outcome would be for Russia not to do anything until 2013-14 and, just like St Augustine, defer taking the right decision until the very end. This would be a regrettable outcome for Russians and a devastating one for foreign investors.
|
| |
|
<<< See Previous Articles
||
See More Articles >>>
|