Mark ArthertonEmerging Markets Tweets this weekBeen working on the growth of working capital in China. Due to regulations A-shares have 4 months to report so the bulk wait until April….Apr 9, 2016Apr 9, 2016
Mark ArthertoninChopped FinanceCentral Bank of Brazil on inflation‘Low dynamism’ of supply is one way of putting it….Apr 8, 2016Apr 8, 2016
Mark ArthertoninChopped FinanceThe best charts from Norilsk Nickel’s FY2015 Results presentationLarge miners still have positive EBITDA margins but obviously Glencore is strugglingApr 7, 2016Apr 7, 2016
Mark ArthertoninChopped FinanceIMF on capital flows in EM — Floating and less original sinLower GDP growth means lower inflowsApr 6, 2016Apr 6, 2016
Mark ArthertoninChopped FinanceFundamentals or Expectation in the oil Price — Bruegel.orgIn a post entitled ‘Is the oil price-GDP link broken’ Domenico Favoino and Georg Zachman discuss the link between oil price expectations…Apr 5, 2016Apr 5, 2016