I see mounting risks of a major market downturn, driven by high valuations, rising debt, and complacency among investors. Warning signs include surging gold and Bitcoin, weak transportation and oil ...
On January 7, 2025, John Dramani Mahama returned to power with a singular promise to reset Ghana’s battered economy through data-driven governance, bold reforms, and inclusion. After years of economic ...
US policy changes look daunting—but emerging markets still have upside. US policy changes are triggering a global economic reset. For emerging markets (EM), that’s creating a triple whammy: higher ...