US election campaign will rock markets
Teaser: In the US, the primary election race has begun, which normally doesn’t affect the financial markets significantly, but this time, Wall Street will react stronger than normal on the election campaigns. The US presidential election race has now really kicked-off, with the Democrats’ primary elections in the first two states already done, and the... Read More →
India’s fiscal budget disappoints
Teaser: There is always excitement whenever India’s fiscal budget is approved, and this year, the stock exchange even had open on a Saturday to celebrate, but the party mood quickly faded out. On Saturday, the 1st February, the stock exchange in Mumbai extraordinarily had open for trading, as the parliament approved the fiscal budget for... Read More →
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), Facebook, LinkedIn and Twitter: 1. Headline: 2020 markets take-off from the top Between Christmas and... 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 last year, a snake in China unfortunately satisfied its appetite by eating a bat infected... 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 years, I call the “Middle class beats high-tech”. The thinking behind this phrase is that... 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 the 25th January, which is just a few days away, is the celebration of Chinese... 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 increasing fear of a rising inflation, or at least, they are buying more bonds that... Read More →