*Disclaimer: this episode is NOT an investment advice!* This episode is all about emerging markets investments and what to look out for. Here is my chat with André L. Havas, CEO of CIMalgo, a fintech company providing a web based solution for professional investors. We talked how the definition of emerging markets evolved and became more broad, especially in the past 20 years. The definition of emerging markets always came with a connotation of “high risk and high returns” – but not all emerging markets are created the same. About sustainability: Andre…
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How to Create a Socially Inclusive Circular Economy
This episode is all about circular economy and what comes next for emerging markets! I interviewed Alexandre Lemille, a circular economy expert advocating for a more socially inclusive circular economy. We also talked about regenerative societies and its meaning and why Alexandre believes that emerging markets can leapfrog from the linear economy to a more socially inclusive circular economy, therefore promoting green development alongside economic development. You read more about a more socially inclusive circular economy: The circular economy can work for human economic development. =========== Let’s keep EMT ad-free: You…
Read MoreWhat a socially inclusive circular economy means for emerging markets
A circular economy is a multifaceted economic growth strategy that helps enterprises, society, and the environment all at the same time. Its purpose is to encourage reduced product waste, recycling, and reuse in addition to making better use of resources. A circular economy is a holistic approach to economic development that benefits enterprises, society, and the environment all at the same time. The objective is to use resources more efficiently and effectively by encouraging product avoidance, recycling, and reuse. Unlike the “take-make-waste” linear model, driven by hyper-consumption, short thinking, resource over-extraction,…
Read MoreSoutheast Asia’s tourism and travel sector after COVID-19: a way forward
The coronavirus started in China before spreading to other countries. Southeast Asia’s travel and tourism sector felt the impact of the virus right away due to the decline in arrivals from China. The subsequent spread of the virus resulted in lockdowns and other social restriction policies which made the damage to the sector even worse. With tourism and travel activities coming to an almost complete halt, ASEAN governments are now slowly looking for a way out. Powerhouse Tourism and travel are undeniably important to the Southeast Asian region. The sector…
Read MoreSoutheast Asia’s aviation sector could look very different after 2020
The International Air Transport Association estimated late March that aviation passenger demand in Asia-Pacific will be reduced by 37% in 2020
Read MoreSingapore uses tech to combat spread of COVID-19
Singapore has build an extensive digital infrastructure as part of its smart nation initiative. It now uses that experience and knowledge to quickly develop tech solutions able to combat the spread of COVID-19.
Read MoreCOVID-19 crisis showing shortfalls China’s Belt and Road
Investments flowing out of China’s $1.1. trillion USD ‘Belt and Road Initiative’ (BRI) have reached emerging markets all over the world. Especially Southeast Asia has become an important destination for BRI-related investments. The ongoing COVID-19 pandemic has delayed many BRI projects while showing serious shortfalls. The severe crisis, however, is not likely to undermine the infrastructure scheme nor China’s ambitions in Southeast Asia. Chinese materials and workers The COVID-19 crisis is having a deep economic impact, not the least on China’s BRI-partners. China has so far signed partnerships with 137…
Read MoreBrazil struggles to find a route to competitiveness
Why is everything so expensive in Brazil? I’m Brazilian and lived there most of my life and never understood it – until I came across this article by the Economist. Some of the main reasons are high taxation combined with a lack of competitiveness – the Brazilian Real ranks in 3rd place of most depreciated against the dollar in 2018, just behind the Venezuelan Bolivar. Not good news, not good news for Brazilians at all. According to a study by the Federation of Industries of São Paulo (Fiesp), a product manufactured in…
Read MoreHow China and Brazil are investing in Africa
After the economic slow-down, inflation and recession – and perhaps, some most pessimistic might say, the eminent down-fall of BRICS, all eyes turn to Africa as the new best thing regarding investments. Brazil and China have already been investing heavily in Africa, but how and where these two countries are investing in the African continent are strikingly different. China has been investing in infrastructural development such as, building highways in Tanzania, financing electricity projects in Sub-Saharan Africa and constructing whole towns in Angola. Most recently, Ethiopia made the headlines as the first African Sub-Saharan…
Read MoreThe Chinese Century: Is China-Brazil relationship a proxy of a new global governance?
Nature hates the vacuum, so do superpowers. Therefore, the geopolitical space allowed by the United States is seemingly being filled by China [1]. For instance, the Asian giant became Brazil’s most important trade partner in 2009 and Chinese investment in Brazil began around 2010 [2] as part of a state-led directive to increase China’s food and energy security through overseas acquisitions. Brazil plays an important role locally given the country´s economic weight and regional influence; therefore, a partnership with China changes the regional geopolitical landscape. The increase of interest in…
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