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New leaders in India and Indonesia in 2014 have given a new confidence to investors, whereas leaders in Brazil, Turkey and South Africa have lost investor confidence. Erdogan for Turkey, Zuma for South Africa, and Rousseff for Brazil, do not inspire the same level of confidence. Other leaders who have changed investor perceptions for emerging markets are Putin in Russia with the sanctions. The rapidly changing situation with democracy protests in Hong Kong is eroding investor confidence in China as well, as Jinping in China is seen as adopting the Putin Way.
Grouped Articles
Markets Diverging in Emerging World
Wall Street Journal 10/01/2014
Putin Trumpets Economic Strength, but Advisers Seem Less Certain
New York Times 10/02/2014
Russian Companies Clamor for Dollars to Repay Debt
Wall Street Journal 10/10/2014
Why this teenager is a threat to Erdogan - The Washington Post
Washington Post 12/27/2014
Turkey’s economy: Saved by the well
Economist 01/18/2015
Monetary policy in India: The cycle turns
Economist 01/18/2015
Grouped Articles
Indonesians, Optimistic About New President, Spend Freely
New York Times 09/19/2014
Indonesia’s New President Joko Widodo Faces Hard Tests
Wall Street Journal 10/18/2014
Indonesian President Joko Widodo Pledges to Cut Investment Barriers
Wall Street Journal 12/08/2014
For Indonesians, President’s Political Outsider Status Loses Its Luster
New York Times 01/17/2015
Economist 05/15/2015
Higher Interest Rates Lower Expectations in Emerging Economies
New York Times 12/21/2015
Grouped Articles
Indonesia Tally Shows Widodo With 53% of Vote
Wall Street Journal 07/22/2014
Economist 05/15/2015
Higher Interest Rates Lower Expectations in Emerging Economies
New York Times 12/21/2015
Subianto is a son in law of Suharto and a candidate running in the presidential election of 2014 against a popular governor of Jakarta.
Grouped Articles
Subianto Haunted by Past Abductions
Wall Street Journal 07/05/2014
After Barrage of Personal Attacks, Indonesian Presidential Election Tightens
New York Times 07/05/2014
Indonesia Tally Shows Widodo With 53% of Vote
Wall Street Journal 07/22/2014
Indonesia's Political Leap Forward
Wall Street Journal 08/23/2014
Indonesia’s New President Joko Widodo Faces Hard Tests
Wall Street Journal 10/18/2014
China is participating with the U.S. in the Pacific Rim naval exercizes in Hawaii. At the same time the naval exercizes in the Philippines are intended to counter China's influence and territorial claims in the region. Japan's shift in interpretation of Article 9 of the Constitution to allow "collective self-defense" is also intended to counter China and ally N. Korea's missiles. The shift is approved by Japan's cabinet at about the same time as the naval exercizes. U.S. experts on China such as World Bank head Zoellick see peaceful development and cooperation but there is wariness following territorial claims and counter claims in the Pacific. South Korea remains wary of Japan but is also wary of China's ally N. Korea, and generally supports the U.S. efforts in the Pacific. The key is to manage tensions in a constructive way with cooperation and dialogue.
Grouped Articles
Exercises in Hope—and Fear—in the Pacific
Wall Street Journal 07/02/2014
Wall Street Journal 07/05/2014
Chinese Leader, Underlining Ties to South Korea, Cites Japan as Onetime Mutual Enemy
New York Times 07/04/2014
U.S. Seeks to Salvage Dialogue With China at Beijing Summit
Wall Street Journal 07/08/2014
The Time Is Ripe for Stronger U.S.-Japan Military Ties
Wall Street Journal 07/08/2014
U.S., China try to emphasize potential for cooperation - The Washington Post
Washington Post 07/09/2014
Grouped Articles
Wall Street Journal 06/02/2014
As Crises Pile Up, a President Sticks to His Deliberative Approach
New York Times 09/06/2014
The Roots of the Migration Crisis
Wall Street Journal 09/11/2015
The authors describe the need to further reduce the size of the public sector and provide the example of Sweden which reduced the size of the state from 67% to 49% with good results. France has shown concern about a large public sector which reduces efficiency and growth. India is likely to shift away from the large public sector under the new Modi administration in 2014. Developing new alternatives would also create new energy and create new options to the state capitalism model of China and Russia for developing countries. The crony capitalism in Brazil with state supported development has serious limitations as shown by sharply slowing growth and other problems.
Grouped Articles
Book Review: 'The Fourth Revolution' by John Micklethwait and Adrian Wooldridge
Wall Street Journal 05/30/2014
In Fiery Speeches, Francis Excoriates Global Capitalism
New York Times 07/11/2015
Globalization: Capitalism Should Be Nicer | ZEIT ONLINE
ZEIT ONLINE 07/29/2016
Grouped Articles
Competing Visions for Russia’s Economic Future
New York Times 05/22/2014
Wall Street Journal 06/12/2014
Modi Embraces Abe; Still Holds China Close
Wall Street Journal 09/10/2014
India's Modi Visits Japan to Deepen Defense and Commercial Ties
Wall Street Journal 09/10/2014
India's Modi Articulates Vision for Economic Change
Wall Street Journal 09/30/2014
Venture Money Floods Into Indian Startups
Wall Street Journal 04/02/2015
Grouped Articles
Competing Visions for Russia’s Economic Future
New York Times 05/22/2014
Modi Embraces Abe; Still Holds China Close
Wall Street Journal 09/10/2014
China Foreign Direct Investment at Four-Year Low
Wall Street Journal 09/16/2014
India's Modi Articulates Vision for Economic Change
Wall Street Journal 09/30/2014
Cross-border takeovers: The Germans are coming, again
Economist 10/06/2014
India’s Manufacturing Sector Courts the World, but Pitfalls Remain
New York Times 10/14/2015
Grouped Articles
In a Nation of Muslims, Political Islam Is Struggling to Win Votes
New York Times 04/07/2014
Grouped Articles
In a Nation of Muslims, Political Islam Is Struggling to Win Votes
New York Times 04/07/2014
Widodo's Polls Lead Drops in Bid for Indonesian Presidency
Wall Street Journal 06/30/2014
Subianto Haunted by Past Abductions
Wall Street Journal 07/05/2014
After Barrage of Personal Attacks, Indonesian Presidential Election Tightens
New York Times 07/05/2014
Indonesia Tally Shows Widodo With 53% of Vote
Wall Street Journal 07/22/2014
Indonesia's Political Leap Forward
Wall Street Journal 08/23/2014
The Obama administration's decision not to renew the agreement with Icann to oversee the "root zone file" for the Internet poses serious risks for the free and open internet, according to experts including Esterh Dyson, founder of Icann. Icann provides the .com and .org addresses for the internet.
Grouped Articles
Wall Street Journal 03/19/2014
Commerce Official Defends Web-Oversight Plan
Wall Street Journal 04/11/2014
Cybercriminals Are Misappropriating Businesses’ Web Addresses
Wall Street Journal 03/13/2015
Ted Cruz’s Fight to Protect the Open Internet
Wall Street Journal 08/03/2015
Wall Street Journal 09/28/2015
China Ranks Last of 65 Nations in Internet Freedom
New York Times 10/29/2015
Grouped Articles
China Slowdown Is Rocking Raw Materials
Wall Street Journal 03/12/2014
China’s Slowdown Hits Price of Iron Ore
Wall Street Journal 12/01/2014
Slowdown in China Bruises Economy in Latin America
New York Times 12/16/2014
An Economic Boom Recedes, but South America Might Avert the Bust
New York Times 12/29/2014
Commodities Fall as Stockpiles Mount Up
Wall Street Journal 01/19/2015
Chileans Welcome President’s Declared Cabinet Shuffle
Wall Street Journal 05/07/2015
Grouped Articles
India Administers Price-Cap Dose to Drug Companies
Wall Street Journal 09/22/14
Grouped Articles
ISIS Atrocities Started With Saudi Support for Salafi Hate
New York Times 08/22/14
Fareed Zakaria: Let’s be honest, Islam has a problem right now - The Washington Post
Washington Post 10/10/14
A Smooth Saudi Succession, but a Rough Road Ahead
Wall Street Journal 01/26/15
Saudis and Extremism: ‘Both the Arsonists and the Firefighters’
The New York Times 08/25/16
Grouped Articles
Subianto Haunted by Past Abductions
Wall Street Journal 07/05/14
Indonesia Tally Shows Widodo With 53% of Vote
Wall Street Journal 07/22/14
Janet Yellen reemphasizes her view of focussing on full employmen and price stability. She sees regulatory supervision, including higher capital reserve requirements and regulation of short term funding, as better able to fulfill the task of restricting bubble type activities. Yellen says she is aware of the effects on emerging markets of the Fed's policies, in a question and answer session with Christine Lagarde of the IMF.
Grouped Articles
Fed's Yellen Defends Low Rates
Wall Street Journal 07/03/14
Falling Unemployment Doesn't Rate for Fed
Wall Street Journal 07/05/14
Fed's Yellen Hedges Her View on Rates
Wall Street Journal 07/16/14
WSJ's Hilsenrath: Fed Can Be Patient on Rate-Hike Debate After Data
Wall Street Journal 08/02/14
Yellen Says Job Market Improving, but Noncommittal About Policy Effect
Wall Street Journal 08/22/14
Activists to Fed: Premature Rate Hikes Would Hurt Poor
Wall Street Journal 08/23/14
Grouped Articles
Political Upstarts Work to Propel Change in an Indonesia Tired of Corruption
New York Times 06/21/14
Widodo's Polls Lead Drops in Bid for Indonesian Presidency
Wall Street Journal 06/30/14
After Barrage of Personal Attacks, Indonesian Presidential Election Tightens
New York Times 07/05/14
Indonesia Tally Shows Widodo With 53% of Vote
Wall Street Journal 07/22/14
Indonesia's Political Leap Forward
Wall Street Journal 08/23/14
Parliament in Indonesia Rolls Back Election Rights
New York Times 09/25/14
Grouped Articles
Study Finds Nearly 29% of World Population Is Overweight or Obese
Wall Street Journal 05/30/14
Along the way a good concept on paper failed to take account of the changes in Indian society, with rising incomes and new buyers looking for a better more solid car. Competitors from Japan and South Korea provided better alternatives.
Grouped Articles
From Cheap to Cool, Revamped Car Is Aimed at India's Young Buyers
New York Times 05/23/14
After the Russian takeover of Crimea and increase in tensions on the border with Ukraine the mood at the 2014 St. Petersburg Economic Forum is different. Many western companies stayed away. Of German companies Metro, a German retailer, was the prominent one present and that too because of its 22,000 Russian employees, said its CEO. Former British cabinet minister Mandelson, described the situation as Putin's "self-inflicted wound." The Russian economy now faces three choices, each difficult and risky- to move closer to Asia, to depend on its own state banks and finances for development, or to continue attracting foreign investment even with western sanctions. Growth is slowing to 0.2% for 2014. At the same time Indian elections have led to a absolute majority for a foreign investment friendly government with experience in attracting foreign investment in western India. Foreign investment could shift in coming years from China, Russia, Turkey to India, Indonesia, Vietnam, Africa, and other investment friendly countries. In that situation China's tensions with Japan and Russia's tensions with U.S. and Europe may become counterproductive policies. Some foreign investment may even return to home regions with the yen's new level in Japan and lower energy/labor/transport costs in North America, and lower labor costs in Southern Europe.
Grouped Articles
Competing Visions for Russia’s Economic Future
New York Times 05/22/14
New York Times 05/27/14
Russia and Markets: The Power of Weakness
Wall Street Journal 08/12/14
Russian Companies Clamor for Dollars to Repay Debt
Wall Street Journal 10/10/14
Russia Introduces Measures to Calm Economic Jitters
New York Times 12/17/14
Grouped Articles
Sluggish Economic Recovery Proves Resilient
Wall Street Journal 04/21/14
The influence of the openness and tolerance of the early Hindu and Buddhist traditions in the two largest Hindu and Muslim nations in Asia.
Grouped Articles
In a Nation of Muslims, Political Islam Is Struggling to Win Votes
New York Times 04/07/14
Indonesia Tally Shows Widodo With 53% of Vote
Wall Street Journal 07/22/14
What Drives Young Muslims to Radicalization
Wall Street Journal 02/06/15
Grouped Articles
Wall Street Journal 03/19/14
Get Ready for the Internet Robber Barons
Wall Street Journal 04/02/14
Commerce Official Defends Web-Oversight Plan
Wall Street Journal 04/11/14
Cybercriminals Are Misappropriating Businesses’ Web Addresses
Wall Street Journal 03/13/15
Ted Cruz’s Fight to Protect the Open Internet
Wall Street Journal 08/03/15
Wall Street Journal 09/28/15
Grouped Articles
China Slowdown Is Rocking Raw Materials
Wall Street Journal 03/12/14
China’s Slowdown Hits Price of Iron Ore
Wall Street Journal 12/01/14
Slowdown in China Bruises Economy in Latin America
New York Times 12/16/14
An Economic Boom Recedes, but South America Might Avert the Bust
New York Times 12/29/14
Commodities Fall as Stockpiles Mount Up
Wall Street Journal 01/19/15
Learning the lessons of stagnation
Economist 06/30/15
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