

Economics, finance. General rambling. Head of Research at Resolution Group. All views are my own.
I think you’re right, but there’s still a lot of African and Indian Labour that is untapped as well as what looks like some pretty transformational technologies in manufacturing and construction and agriculture on the way in terms of industrial internet. The China shock is big but the Africa shock could likewise be massive. Medium term think you’re…
Hmmm… I would say that “the simple caricature of what people tend to believe the IMF recommends” could also be described as “what the IMF actually does recommend, when it’s constructing concrete programs rather than virtuously warbling in thinkpiece documents”. This is all well and good, but when you look at, say, the program for Greece, it’s still…