I question whether anything has materially changed as a result of the US election and Chinese leadership handover. I feared a US status quo, but perhaps things are different.

Jim O'Neill

How good are Chinese policymakers? US data creeping better. A pick up in global momentum...

Jim O'Neill | 1 comment

The US is exporting coal, the West citizens is falling out of love with autos. Still bullish oil prices?

Jim O'Neill

Soft, albeit stable data for Septemer so far; world imbalances improving; protests aboard; Japan's issues getting bigger?; China, where it is also pouring; QE3/QE Infinity

Jim O'Neill

The Fed seems to have shifted the balance of its twin mandate, prioritising reducing unemployment. Meanwhile, we are in the early days of a 'new' China...

Jim O'Neill

I have been doing lots of pondering, and there is one that has taken up more of my concerns than any other: China...

Jim O'Neill

In this first half of this Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Jim O'Neill - inventor of the BRIC concept and acronym - gave an exclusive update on his view of the BRIC economies and the emergence of other growth economies...

Jim O'Neill