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Charlie Lay: Demand Shocks and the Death of the Bull Market

Charlie Lay: Demand Shocks and the Death of the Bull Market

by Afshin Molavi | Apr 7, 2020 | China Economy, Globalization, Interviews, NewPost, Original Articles

I recently met Charlie Lay in November of 2019 at the CommerzBank Emerging Markets Macro Conference held in Dubai. Charlie is a Singapore-based senior economist and FX strategist at CommerzBank, one of Germany’s largest banks and its biggest player in trade...
Robin Mills on Oil Prices, “Demand Destruction” and Iraq, Oman, and Iran Pain

Robin Mills on Oil Prices, “Demand Destruction” and Iraq, Oman, and Iran Pain

by Afshin Molavi | Mar 31, 2020 | Interviews, Iran Economy, NewPost, Oil and Gas, Original Articles, Saudi Arabia Economy

I’ve known Robin Mills for more than a decade and he is always one of my favorite people to see on my Dubai visits. In one sitting, Robin will take you on a tour d’horizon of the Middle East energy landscape. It’s not surprising to me that Foreign...
Fareed Mohamedi: Wall Street Losing Romance With Shale

Fareed Mohamedi: Wall Street Losing Romance With Shale

by Afshin Molavi | Mar 24, 2020 | Coronavirus/Covid-19, Interviews, NewPost, Oil and Gas, Original Articles

Fareed Mohamedi is one of the smartest guys I know on oil markets, the geopolitics of energy, the New Silk Road, and the political economies of oil-rich states. He has worked at Statoil, PFC Energy, Moody’s Investor Service, the Institute of International Finance, and...

Trailblazing Lebanese Journalist Reflects on War, Washington, and Watching History

by Afshin Molavi | Dec 5, 2018 | Interviews

When Kim Ghattas boarded a plane in Washington that would take her to Beirut in the year 2009, she was following a familiar path of millions of Lebanese living away from home: a return visit to the homeland. But there was nothing familiar about this homecoming:...

The Entrepreneur Changing the Face of Political Risk

by Afshin Molavi | Dec 5, 2018 | Interviews

When Ian Bremmer was 24 years old, he found himself in an enviable position: a newly minted PhD from Stanford, a teaching job, and a fellowship at a prestigious think tank. A life of academia and the mind awaited him. Instead, he chose a radical shake-up: He...

The Emirati Social Media Pioneer Accelerates His Arab Art Advocacy

by Afshin Molavi | Dec 5, 2018 | Interviews

In May 2008, a Dubai art gallery owner turned to Sultan Sooud Al Qassemi, a rising Emirati commentator and art collector, with a simple question: “Why are you not on Twitter?” The rest is social media history.
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Blog Roll

China-Africa Research Initiative (SAIS)

The China-Africa Project

SupChina

The Sinica Podcast

Barron’s Emerging Markets

PIMCO Blog – Emerging Markets

Bloomberg New Economy Forum Blog

HSBC News and Insights

beyondbrics – FT

Sinology by Andy Rothman, Matthews Asia

The Franklin Templeton Emerging Markets Blog

The World Bank Trade Blog

The PIIE China Economics Watch

Carnegie China Financial Markets – Michael Pettis

Marginal Revolution – Tyler Cowen and Alex Tabarrok

The Frontier Strategy Emerging Markets Blog

The IMF Blog

Wisdom Tree Emerging Markets Blog

Standard Chartered Insights

World Economic Forum – The Agenda

The Times of India Economy Blog

Quartz India

The Emerging Markets Investor Blog

Global Edge (Michigan State U. Business Blog)

The Signal (Eurasia Group blog)

The Caravan (Hoover Institution blog)

The China File (Asia Society)

Tea Leaf Nation (Foreign Policy blog on modern China)

China Power (The Diplomat)

Nikkei Asian Review’s Viewpoints

Asia Dialogue (University of Nottingham)

AB Context Emerging Markets

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