|
Tunisie, Egypte... A qui le tour?
La Tribune, Février 2011
L’onde de choc de la révolution du Jasmin continue de
se propager. Un million d’Égyptiens ont manifesté
mardi au Caire. Le régime de Hosni Moubarak semble condamné..
Read
more... |
|
Azerbaïdjan, Kazakhstan et Géorgie
Application d'une mesure de risque pays au calcul d'une norme de rentabilité
attendue
Analyse financière, Janvier-Février-Mars 2011
The RiskMonitor method was developed to measure the country risk
for international investors. This method is able to give an assessment
of additional cost of capital to cover the country risk and thus to determine
a minimum level of profitability expected from an investment in a given
country. In this paper, our method is applied to three countries of the
ex-USSR: Azerbaijan, Kazakhstan and Georgia. Read
more... |
|
Risque pays 2011
Le MOCI, Janvier 2011
Pour ce début d’année 2011, l'étude exclusive
que livre au Moci Thierry Apoteker, président du groupe de recherche
TAC, est d’abord un appel à la prudence. Les plus fortes
perspectives de croissance se trouvent dans les pays émergents.Mais
les exportateurs français doivent intégrer dans leurs stratégies
et dans leurs coûts des risques plus élevés... Et
ne pas oublier les marchés les plus proches d’Europe centrale
et orientale, d’Afrique du Nord et du Moyen-Orient. Au total, 11
"incontournables" et "14 cibles attractives" se dégagent
pour les exportateurs. Read
more... |
|
L’Europe de l’Est, une région
hétérogène en matière de risques politico-économiques
L'Entreprise.com, Janvier 2011
Thierry Apoteker, économiste enseignant-chercheur, donne son
analyse sur les risques politiques et économiques que présentent
les différents pays d’Europe de l’Est pour les entreprises
étrangères. Read
more... |
|
On the other hand...
Storm, December 2010 - January 2011
Nothing is ever as it seems with Thierry Apoteker.His contrarian
views on what is going on in this world give cause for reviewing the regular
feed of motherhood statements and controlled chatter. Read
more... |
|
L’afflux massif de capitaux déboussole
les pays émergents
Les Echos, October 2010
Face aux afflux massifs de capitaux, les émergents tentent
d’en limiter les effets néfastes. Mais redoutent de pénaliser
leurs
économies. Read
more... |
|
Another systemic crisis 'will be more dangerous'
The Business Times, October 2010
Bond bubble, trade war are risks to recovering global economy, says
contrarian economist.
The global economy will avoid a double-dip recession, but in the unlikely
event that there is another systemic economic shock, it will be more dangerous
than the last, according to contrarian economist Thierry de Apoteker.
He identified the US bond bubble and a possible trade war between the
United States and China are the two most likely causes of such a shock.
Read more... |
|
Look to Libya and Qatar for big returns
AsiaOne.com, October 2010
MORE daring corporate leaders should capitalise on early-stage growth
in the less-explored emerging markets of Vietnam, the Philippines, Sri
Lanka, Libya and Qatar in the coming year. Read
more... |
|
Bric nations offer many opportunities for
Singaporeans: Analysts
TODAYonline, October 2010
Countries like Brazil and Russia will offer many opportunities both
for businesses and Singaporean investors, analysts said. Read
more... |
|
Business and investment opportunities in Brazil,
Russia
Channelnewasia.com, October 2010
Countries like Brazil and Russia offer many opportunities, not just
for businesses, but Singaporean investors as well. Read
more... |
|
Sentiment Drives Markets
CNBC Asia, September 2010
Obama's comments at the CNBC Townhall did not create negative sentiment
and that was a good positive for the market, says Dodge Dorland, CIO at
Landor Fuest Capital Managers. He discusses the impact of sentiment on
markets, with Thierry Apoteker, CEO, founder and chief economist at TAC
Financial, CNBC's Karen Tso & Sri Jegarajah. Read
more... |
|
Spain's Debt Woes Are Different from Greece's
CNBC Asia, May 2010
Spain's debt situation is highly different from that of Greece, notes
Thierry Apoteker, MD & chief economist at TAC Financial. He explains
more to CNBC's Martin Soong & Sri Jegarajah. Read
more... |
|
|
Interview on China Economy, European Loan
Bloomberg TV, May 2010
Thierry Apoteker, chief executive officer of Thierry Apoteker Consultant,
talks with Bloomberg's Susan Li about China's economy and central bank
monetary policy. China’s inflation accelerated, bank lending exceeded
estimates and property prices jumped by a record, increasing pressure
on the government to raise interest rates and let the currency appreciate.
Apoteker also discusses European policy makers' announcement of an almost
$1 trillion loan package to end the region's sovereign-debt crisis. David
Lie, chief executive officer of Newpower Group, also speaks |
|
