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EMERGING MARKETS BUSINESS
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Mar 3, 2024
Apollo Chief Economist Throws Cold Water on Notion of Early FED Rate Cuts
Market expectations of swift Federal Reserve rate cuts might be premature according to Apollo's Torsten Slok. Citing data like surging GDP g
Feb 28, 2024
Canadian Pension Funds Reassess Global Real Estate Strategies
Canada's pension funds, holding a 10% to 15% real estate allocation compared to the global average of 5-8%, were early adopters of internati
Feb 23, 2024
30-Year Low for FDI Into China Rattles the CCP
FDI into China dipped to $33 billion, the lowest since 1993. The good news is that China's FDI figure was positive, some analysts were predi
Feb 17, 2024
10x Shipping Costs Drive Real Estate Opportunities in Emerging Markets
A combination of factors has created the environment for decoupling from China to a more decentralized and regional manufacturing system (i.
Feb 7, 2024
WeWork Founder Adam Neumann Wants His Company Back
WeWork has rebuffed previous offers by Adam Neumann to purchase his former company out of bankruptcy. The latest was for $1 billion in...
Feb 5, 2024
Jerome Powell Not Waiting to Cut Rates Until Inflation Drops to 2% (WATCH)
In response to a question about the 2% inflation threshold Powell responded, "No, no, that's not what we say at all, no. We're committed...
Feb 2, 2024
Big American Cities Facing a "Detroit Cycle" if Rates Remain High (WATCH)
On office-to-residential conversions in major American cities Barry stated: "The federal government will come in with some credits to help
Jan 31, 2024
Barry Sternlichts of Starwood Capital Bemoans "Everyone is Back to Work Except for Americans" (WATCH)
On January 24, Barry Sternlicht was interviewed at the iConnections Global Lodging Conference where he discussed what he's seeing in the...
Jan 29, 2024
Emerging Market Funds See Historic $12 Billion Inflows in Week
Chinese inflows consumed nearly all of the $12.1 billion that poured into emerging market equities the first part of January 2024. The inves
Jan 29, 2024
Blackstone's Multibillion-Dollar Wager on Data Centers
Blackstone is not alone in its ambitions to rapidly expand its data center holdings. Firms like KKR, Digital Realty, and Brookfield are also
Jan 26, 2024
Gen Z's Social Cravings Are Saving Malls
A recently released report from the International Council of Shopping Centers ("ICSC") made the surprising conclusion that Gen Z, people fro
Jan 24, 2024
All-American Rail Group Inks MOU to Assist Angola to Extend Northern Corridor Rail to DRC
On December 9, 2023, the All-American Rail Group ("AARG") codified its commitment to provide advisory services to Angola's rail and infrastr
Jan 24, 2024
"Mortgage Coming Due" on Large-City Office Buildings
At the same time as office occupancy and utilization rates are at all-time lows, capital is harder to come by and becoming more expensive by
Jan 22, 2024
American Private Equity Firm Buys Actis Creating $100 Billion Powerhouse
The combined entity will be a leading infrastructure investor across the globe and it may in the future see value in making targeted real es
Jan 5, 2024
Origin Story of the Bretton Woods Order
The origin story of the Bretton Woods order gives the context required to understand why globalization failed and what is coming next. In...
Dec 29, 2023
Five Fearless Predictions for 2024
As 2023 sets here are some big and bold predictions for 2024.
Dec 23, 2023
Suez Canal and Emerging Markets
The conflict in the Red Sea has disrupted the Suez Canal but does it actually matter, who is impacted, and what about the oil?
Dec 17, 2023
Fairytale of Office-to-Residential Conversions
Converting underutilized offices to residential is difficult to pull off and in most cases cheaper to demo and build the apartment...
Dec 2, 2023
Emerging Markets Need Fed Rate Cuts Now
The impact of fed monetary policy on emerging economies is difficult to understate. When rates are low, emerging market debt and equities ar
Nov 18, 2023
Origin of "Emerging Markets"
“Emerging markets” is a descriptor generally used to describe the handful of countries not too rich, and not too poor, and not too closed to
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