This survey includes an excellent assessment of the achievements and shortcomings of Mexico's ongoing reform program. The report provides also a comprehensive anaysis of how Mexico has become an important actor in the global maunfacturing supply chain. This will be a crucial issue in assessing what is at stake during any NAFTA negotiations. Mexico-2017-OECD-Survey
Category: Emerging Markets
Russia: Oil Production
http://www.reuters.com/article/us-russia-energy-production-idUSKBN1691XP Discipline in the non-OPEC producers like Russia is needed to stabilise ioil prices. Technological adances in the US shale oil sector seem likely to keep the oil price in the $45 to $65 range.
China: Currency Manipulator?
4 April 2017 When Chinese President Xi Jinping visits Florida, trade will be at the top of the agenda. The meeting occurs at a pivotal moment when President Trump’s “America first” agenda has put China in the unusual position of being the champion of liberal global trade. Indeed, America’s withdrawal from the Trans-Pacific Partnership provides [...]