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Capital markets believe that interest rates are indeed on a downward path. Regulators would do well to get ahead of the next speculative cycle while they still can.

Western investors in China face a completely different economic terrain than the one in which they operated for more than a decade. In a rapidly deglobalising world, investors must consider their next moves carefully.

Many of the discussions at Davos this year revealed that global elites are struggling to respond to important economic and environmental challenges, in a highly volatile, uncertain, complex and ambiguous world.

Dambisa Moyo | 1 comment | 0.25 CE

We are moving ever closer to the date when payment for today's recovery will fall due. Recent capital market gyrations suggest that awareness of the inevitable reckoning is already beginning to dawn.

Nearly half of the world's economies are at a "high" or "very high" risk of political and social unrest. It is a disaster waiting to happen.