dilma rousseff | The Property Chronicle

Ten macro reasons to buy Brazil shares

by Matein Khalid | Aug 7, 2017 | The Macro View

“Brazil is a country of tomorrow and always will be.” General Charles de Gaulle dissed Latin America’s largest economy with Gallic disdain. Quelle horreur! Yet I have been fascinated by the magical land of samba, carnival, Pele, Gisele, Roberto Carlos and the Bovespa...

The Canadian house price bubble has now burst

by Matein Khalid | Jul 3, 2017 | The Macro View

The Canadian housing bubble has gone so ballistic that the Ontario government is considering a 15% tax on foreign buyers to cool down the speculative spiral in Toronto condominiums. The smart money on Wall Street’s latest trade is to short Canadian banks and property...

Saudi Arabia and the age of shale

by Matein Khalid | May 30, 2017 | The Macro View

Saudi Arabia engineered a short covering rally and cyclical bottom in Brent crude with its 15 May agreement with Russia to roll over last November’s oil output cuts for another nine months. The kingdom has, in essence, resumed its traditional role as the ‘swing...