The Chart Room

On June 30th, 2015, Greece defaulted on the International Monetary Fund and accelerated the possibility of their exit from the Eurozone. By the end of July, we should know if a “Grexit” will indeed be a reality. A Grexit will have a tremendous impact on the European and World economies. To help explain how a Grexit could happen and its ramifications, we are providing two recent articles on the topic.

The Wall Street Journal has published “What’s the Timetable to a Grexit” to help define how such an exit would be triggered and how it could still be avoided.

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In an interview for Knowledge@Wharton, Professor Jeremy Siegel provides analysis and context on the impact a Grexit could have on World, European and Greek economies.

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Rajeshmi Naidu-Ghelani, writing for the BBC, explores the development of the Asean region. He explains that the Association of South East Asian Nations, soon to be the Aesean Economic Community, is expected to grow by 5%. By comparison, the European Union is predicted to grow only 2%.

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In his blog, Investment Adventures in Emerging Markets, Mark Mobius explores the development of emerging and frontier markets and their investment potential. In particular, he examines the economies of China, Japan, South Africa, Vietnam, Myanmar and Cuba.

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Is water a social good or an economic commodity? Or both? In her interview with Junaid Kamal Ahmad, Head of the World Bank’s Water Global Practice Group, Kaitlin Ugolik writing for Institutional Investor explores topics that concern the world’s water supply. How are countries learning from each other? How is water priced? How can governments ensure access to and the security of the water supply?

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According to this recent blog entry written by Patricia Oey for Seeking Alpha, India based fund performance is up an average of 6% YTD. Business reforms and lower oil prices are contributing factors of the growth in the Indian economy (the IMF estimates a 6.4% growth rate for 2015). In examining the Indian marketplace, Oey looks at active and passive India equity funds.

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A rising US dollar has many benefits to the domestic economy (for example, purchasing imports has become a lot cheaper). However, a strengthening US dollar could be detrimental to some emerging economies. Writing for the New York Times’ The Upshot, Neil Irwin looks at the impact of a strong dollar on the global money supply and what it means for business owners in emerging markets who have taken on debt in US dollars to run their business.

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Eddie Chow, Senior Executive Vice President and Managing Direction of the Templeton Emerging Markets Group, is a recent guest contributor on Mark Mobius’ blog Investment Adventures in Emerging Markets.  In his article, Chow reflects upon the Chinese New Year and what it means for the Chinese economy. He considers several topics including the Shanghai-Hong Kong Connect Program and the government’s efforts to curb corruption.

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What will drive African development? This question was discussed at the most recent Davos meeting. Growth in infrastructure will be a key component to this development.  In particular, expanding and strengthening its power supply will be crucial and is presenting exciting opportunities. Mark Mobius explores the current African electricity infrastructure and the various companies developing solutions in the region.

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Greece has just sworn in the leader of its anti-austerity party as Prime Minister. Greece still has obligations to meet tied to its bailout funded by the IMF, European Union and the European Central Bank. This article recently published by the BBC looks at the challenges facing Greece and the importance of upcoming economic negotiations.

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The drastic drop in the price of oil has been making news headlines of late. Whether this is good or bad for the global economy is the topic of much debate. Chris Giles of the Financial Times looks closely at the effect of lower oil prices on the world economy as well as the economic impact this will present on specific oil-producing nations.

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