O’Reilly

MINDSHARE

K.P. O'Reilly PhD, JD

K.P. O'Reilly PhD, JD

The China (Trade) Syndrome

At the start of 2019, sentiment for news stories covering Chinese economic uncertainty was slowly, but steadily improving as data suggested that the government’s stimulus efforts were helping to avoid a much worried about hard landing for the Chinese economy.

2019-09-17T09:16:37+00:00 By |

The PEMEX Game

The first six months of Andrés Manuel López Obrador’s (aka AMLO) presidency has proven to be no honeymoon between the Mexican leader and investors. Any post-election optimism has soured as concerns over AMLO’s leftist political orientation and policy uncertainty have made investors wary and left second-guessing the government’s economic agenda going forward.  

2019-09-17T09:59:08+00:00 By |

Riding the Wave

While the topic of trade is capturing the headlines, escalating U.S.-China tensions are revealing a long list of issues, from economics to security, where the two countries’ interests diverge. This latest development has sparked a wave of op-eds discussing their future relationship.

2019-09-17T09:31:25+00:00 By |

Russia Update: Rising Instability, Syria and Sanctions

The last 30 plus days have seen a dramatic unfolding of events involving Russia. The combination of rising political tensions, new U.S. sanctions and another chemical weapons attack in Syria have put investors on edge. The conundrum facing investors is whether this new Syria crisis will quickly fade or linger given other cumulative effects.

2018-05-04T09:25:28+00:00 By |

Monitoring Global Risk Events: Applying GDELT to Global Events

Over the course of 2017, we integrated big data analytics into Northwest Passage Capital Advisors’ tracking of global events. As part of our firm’s ongoing “Boots in the Cloud” research initiative, we are actively leveraging the vast data potential of the Global Database of Events, Language, and Tone (“GDELT’’) to gain a fuller and better-informed perspective on world events impacting emerging markets.

2018-01-29T22:14:42+00:00 By |