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The World in 60 Seconds - October 5, 2016

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Colombia, are they going back to war? No, but so sad that they can’t resolve this because they’re not going to disarm and all these other things. What do you do. Cyprus, is a reunification deal coming this year? I think it is actually. Erdogan is not going to ruin it. Lots of tourism, lots of opportunities. Frankly, one of the few things going right in Europe. Kashmir, is a serious escalation likely? Well yes for the kashmiris on both sides of the border that get killed. But no in terms of India versus Pakistan. It’s not going to be the kind of story that will stop people from wanting to invest in what’s been a good story in India. Brexit, hard or soft? Well all the people on the economic side want soft but the number of things that can go wrong that’ll make it either hard, or none and that they end up in WTO in two, four years time, is real and I would worry about that. OPEC, is a production cut credible? Only at the margins. The Irans- everyone that can produce more - is basically engaging in exceptions and so oil prices are still going to be low. That’s it for me. I’ll talk to you guys next week.

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