Saturday, 20 January 2018

Jonathan Rogers

Keeping the crypto craze alive

IFR Asia 1025 - January 20, 2018

Retrospective trading is always something that sticks in the craw, but when one is on the record as having “recommended” a particular instrument in the pages of a respected financial publication, then it sometimes does pay to revisit that recommendation – if only for the sake of personal amusement.

Jonathan Rogers

The Great Moderation is back

IFR Asia 1024 - January 13, 2018

Is the second round of the Great Moderation upon us? You will recall that this refers to the period from the mid-1980s to 2007, when the United States went through a period of low-volatility growth and low inflation. That period encompassed the longest period of economic expansion since the Second World War.

Jonathan Rogers

In the fast lane in the Philippines

IFR Asia 1022 - December 16, 2017

Almost exactly two years ago in this column I predicted that Rodrigo Duterte would gain the Philippines presidency. His sharp-shooting style captured the same zeitgeist that propelled Donald Trump to the top job in America, and he correctly judged the desire of Filipinos for a break with the technocratic, low-key incumbency of Noynoy Aquino.

Jonathan Rogers

Mixed forecast for India's solar ambitions

IFR Asia 1021 - December 9, 2017

There’s a breathless enthusiasm for renewable energy in India. And why not? The case is unimpeachable – both from India’s promises when it signed the COP21 Paris agreement on climate change two years ago and its need to reduce a gaping energy deficit.

Jonathan Rogers

China's outbound frenzy is real - and it's scary

IFR Asia 1019 - November 25, 2017

I’m in Beijing as I write this, enjoying my first trip to a city which I had somehow managed to avoid for professional reasons - my full-time gig didn’t warrant a visit - until a freelance opportunity presented itself.