Investors fear 2020
Teaser: Many investors remain surprisingly cautious about the outlook for 2020, despite a growing number of arguments that are more positive. Two weeks ago, I spoke at a conference for institutional investors, and it once again surprised me how nervous many investors are concerning the risks for the global economy next year, and a for... Read More →
China is running out of bridges
Teaser: For many years, China’s GDP growth has been supported by large public investments in infrastructure, but China’s government now quickly needs to find other solutions. The number of road bridges in China has increased from 658,000 in 2010 to 851,000 last year (graphic one). This development also well describes the overall infrastructure development in... Read More →
October’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this October, 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: “Poli talks” continue as investor headache Many investors dream... Read More →
Soon investors will smile again
Teaser: Investors will be faced with more disappointing economic data the coming months, though it will force governments to increase fiscal spending, much to the joy of investors and the financial markets. The monthly economic report from the German central bank was released last Monday, 21st October, with a special focus on the economic data... Read More →
ECB– A lost central bank
Teaser: The central bank for the Eurozone is currently the centre for heavy discussion– it might be a sign of a dysfunctional monetary union. During the past two weeks, a storm has hit the European Central Bank (ECB). The minutes from the Governing Council meeting shows that there is growing dispute about the monetary policy... Read More →