January’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this January, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Malaya Business Insight (Philippines), The Manila Times (Philippines), BusinessMirror (Philippines),... Read More →
The snake in the equity paradise
Teaser: China is affected by the coronavirus, it’s aggressive and causes concern around the world- a natural reaction is a sell-off in the stock markets, but in such a situation, too much risk is often priced in. At one point... Read More →
Bet your money on the middle-class
Teaser: The growth in the global middle-class might sound like something steady or downright boring, but it will remain as one of the strongest economic forces in the 2020s. The most important macroeconomic megatrend that I have worked with since... Read More →
Even a rat can’t help Chinese growth
Teaser: Soon, it will be Chinese New Year, and as always, many hope for a prosperous year- though it looks more like another year of hard work for China in order to move on, also at the political top-level. On... Read More →
Central banks, not inflation, is the risk
Teaser: The global inflation has been fairly stable since long and the outlook remains the same right now, the increasing risk is that the central banks could be challenged by a permanent shift in inflation. Currently, American investors have an... Read More →
2020 markets take-off from the top
Teaser: Between Christmas and New Year, the US stock market rose to new record highs, which also pulled up some European stock markets, thus touching old records- this could represent a challenge this year. 2020 kicks off with a Brexit... Read More →
Cement in the Chinese growth engine
Teaser: Around the world, the fading economic growth is a challenge, including in China, though something indicates that the Chinese government is already trying to reverse the trend. The macroeconomic data from China has been surprisingly positive lately, particularly that... Read More →
Heavy 2020 spending in Northern Europe
Teaser: Most European countries have approved their respective fiscal budgets for 2020 and some have even expanded fiscal spending- perhaps even more countries will follow suit with additional growth packages. Europe’s largest economy, and the fourth largest in the world,... Read More →
November’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this November, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Malaya Business Insight (Philippines), The Manila Times (Philippines), BusinessMirror (Philippines),... Read More →
US stock market is no threat to consumption
Teaser: A downturn in the American economy will hurt the US stock markets, but a sell-off on Wall Street won’t necessarily damage the American GDP growth quite as much– it’s another sign of changing macroeconomic dynamics. It is well-known that... Read More →