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May 8, 2018

Ethiopia
Ethiopia’s Long Political Transition Is a Lesson for Others

Abiy Ahmed's ascension to office in Ethiopia is only the latest development in an attenuated transition process that began with the death of Meles Zenawi in 2012.

Ethiopia-Abiy-Ahmed-Prime-Minister-Political-Transition-New

May 16, 2022

Nigeria
Gruesome “Blasphemy” Killing Brings Nigeria’s Long-Running Ethno-Religious Divide Into Sharp Focus

Last week’s gruesome murder of Deborah Yakubu, a home economics sophomore at the Shehu Shagari College of Education, Sokoto, comes at a time of escalating social and economic tension in Nigeria, and will most certainly raise the political stakes as the country enters electioneering season in preparation for next year’s presidential election.

A sign that reads "Higher Shariah Court," a child with a bucket in the background, and an old looking building.

May 18, 2016

Monetary Policy
It Has Been a Long Time

I stopped blogging almost seven years ago. My interests have not really changed too much since then. There was a time when I was far more focused on Europe than China. But right now, the uncertainty…

June 29, 2006

Emerging Markets
Levered long/ long funds …

An anonymous partner at a mid-sized London hedge fund expressed something I was trying to say a couple of weeks ago fair better than I could have.   From the Financial Times: "A lot of managers…

November 1, 2017

North Korea
A Grand Bargain for the Long Game on the Korean Peninsula

Patricia Kim is the Stanton Nuclear Security Fellow at the Council on Foreign Relations. Despite President Trump’s threats to destroy North Korea if necessary, and recent steps by Beijing to reduc…

U.S. President Donald Trump and Chinese President Xi Jinping attend the bilateral meeting at the G20 leaders summit in Hamburg, Germany July 8, 2017.