Emerging market investments and risk

After falling off its bicycle, the world is picking itself up and brushing off its bloodied knees. What a ride! What a fall! The chain is off, the spokes are twisted, world central bankers and regulators are trying to get the cogs lined up to get the thing working again. It's a different world now, and who knows what the post-crisis global economy will look like?


We are pulling through the biggest financial crisis since the 1930s. The economic and financial landscape is going to be very different going forward. Who will win, and who will lose? Which industries will be on the up, and which down? Which emerging economies will submerge once again, their heads falling below the poverty waterline, and which will use the crisis to leapfrog to the next development stage?

This blog will track observations and thoughts on emerging economic trends over the coming months, with a particular focus on investment in emerging economies and political risk. It is based on decades of experience in development finance and on day-to-day experience in risk mitigation for investors in emerging economies. I hope it will be a learning experience as much for the author as for any readers, because we are moving into choppy waters and who knows what the world will look like in a year or five?