Archive for July, 2013

Counting the Cost of Military intervention in Egypt

Counting the Cost of Military intervention in Egypt

The recent upsurge in violence has brought Egypt back into the headlines. Over 1,000 people have been killed in the past week, mainly supporters of Muhammad Morsi and the Muslim Brotherhood. Before venturing into analysis of the implications of recent events, some background might be helpful. As one might expect, the Brotherhood’s fall from power […]

EU: The Economic Consequences of EU Policy on Israeli Settlements

EU: The Economic Consequences of EU Policy on Israeli Settlements

In many ways, the mild sanctions which the EU imposed on Israel last week has helped to break new ground in the Middle East peace process. For the first time, a major economic power offered a meaningful public rebuke of Israel’s occupation of Palestinian territory. More importantly, the timing of the move was essential in […]

Value Investing: Taking the Long View on Egyptian Real Estate with TMG

Value Investing: Taking the Long View on Egyptian Real Estate with TMG

TMG, one of Egypt’s largest property developers, can currently be obtained for a competitive price. Yet considering the recent political turmoil, is now the right time to invest?

Emerging Markets: Turkey Loses its Shine

Emerging Markets: Turkey Loses its Shine

What is the current state of the ‘Turkish Miracle’ and how will the recent Gezi Park protests affect Turkey’s political and economic development?

EU: First Round of TTIP Talks Conclude

EU: First Round of TTIP Talks Conclude

Negotiations on the Transatlantic Trade and Investment Partnership (TTIP) officially started last Monday, July 8th. 150 negotiators from the EU and the US gathered in Washington for one week to discuss how cooperation should best progress in the various areas which the agreement is expected to encompass. These include, among others, energy, investments and financial […]

China’s Slowdown: to Stimulate, or not to Stimulate?

China’s Slowdown: to Stimulate, or not to Stimulate?

The debate over China’s growth trajectory – and whether a slowdown is on the cards – is heating up. Speaking at a press conference in Washington, Chinese finance minister Lou Jiwei said that a GDP growth rate of 6.5 percent wouldn’t be a “big problem“. Many have interpreted this as an indication of the new […]

Managing Expectations After Iran’s 2013 Elections

Managing Expectations After Iran’s 2013 Elections

The election of Hasan Rouhani to the presidency last month has been greeted as indicating a progressive turn in Iranian politics. It is of course too early to tell whether the reformist rhetoric that permeated Rouhani’s campaign will materialize into concrete action. As Iran scholar Ali Ansari argued at a Chatham House event, although labelled as a “moderate” by […]

Egypt’s Revolution Enters a New Phase

Egypt’s Revolution Enters a New Phase

Following four days of mass protests, Muhammad Morsi’s one-year presidency abruptly came to an end on Wednesday this week. The head of Egypt’s Supreme Constitutional Court, Adly Mansour, was sworn in as interm president on Thursday. According to footage aired live on Egyptian satellite channel ONTv, (via Cairo-based news agency Mada Masr,) The interim president asserted […]