Eurasia Group global trends quarterly

On a quarterly basis, and in collaboration with PwC, the Eurasia Group monitors and assesses major trends shaping global business. Our third quarter 2010 report summarizes the findings of five white papers. We look at prospects for Europe's economic comeback, the future of emerging markets and new developments in capitalism. The white papers included in the report are:

  • Europe’s Bumpy Road to Recovery  Imminent defaults on sovereign debt have prompted EU governments to assemble an unprecedented rescue package, which in turn established consensus on the need for structural fiscal reforms. We examine the broader economic and political implications.
  • The Growing Strategic Importance of the Retail and Consumer Sectors  Regulatory actions to control prices, restrict imports, or tilt the playing field in favor of national champions could severely dampen the outlook for multinational retail and consumer companies. We look at current developments in China, India, and Russia.
  • After the Crisis: Opportunities and Risks in Key Emerging  Markets The pronounced economic downturn in the industrialised world has led emerging markets to focus inward when formulating macroeconomic policy. This bodes well for companies looking to take advantage of growing consumer demand in these markets.
  • Energy: The New Natural Gas  The emergence of new technologies to tap into natural gas deposits once considered uneconomical has transformed global gas markets and altered the cost structure for end-users in the power and industrial sectors. We explain why.
  • The Rise of State Capitalism  While the financial crisis has not exactly prompted some developing countries to reject the free market entirely, many of these states are increasingly using state-owned enterprises , thereby handing state-backed firms a competitive advantage over multinational companies.

In our next, fourth quarter 2010 report, we will continue to examine the impact of the current worldwide economic turbulence which, while it is in the process of stabilising, is nevertheless creating new uncertainties in international and local political environments.