The relieved Hong Kong
Teaser: In mid-February, China’s government announced the plan for the Greater Bay Area where Hong Kong also is included. With the opening of the impressive 36 km. long bridge connection from Hong Kong to Macau via Zhuhai, an infrastructural link is created between the four major cities in the upcoming Greater Bay Area. It includes... Read More →
The US recession that never will come
Teaser: It has been an ongoing discussion since last August as to when the US economy will enter a recession, though it seems it will take something big to knockout the world’s largest economy. Just back in August and September last year, a pretty large number of economists expected the US economy to enter a... Read More →
February’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this February, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Business Today (Malaysia), The Manila Times (Philippines), BusinessMirror (Philippines), LinkedIn, Facebook and Twitter: 1. China’s economic downturn China is again in the headlines with fears... Read More →
China’s missing baby boom
Teaser: With fewer babies currently being born in China compared to earlier years, it is expected to affect demographic development in the long-run, but it will immediately impact the Chinese consumption pattern. The economic growth during the past decades throughout Asia has led to a marked decline in fertility rates. It is not unusual that... Read More →
Another dove in the flock
Teaser: Dutch central bank governor Klaas Knot found himself amidst some media attention lately, as he went through a metamorphosis of being a monetary hawk to becoming a dove. The ornithological reference is taken from Anglo-Saxon expressions, where monetary hawks represent the tight monetary policy. In the decision-making governing council at the European Central Bank... Read More →
Brexit and all the other stuff
Teaser: Tuesday last week, the British parliament took another debate about the Brexit, including a new round of ballots in an attempt to find a way forward, though that didn’t change much. Most likely, many already have an opinion whether the Brexit is the right step or not. From a financial market’s perspective, I regard... Read More →
China’s economic downturn
Teaser: China is again in the headlines with fears of lower growth– this will happen for sure, but the long-term change in consumption in China becomes a much greater challenge. On January 2nd, Tim Cook, CEO of Apple, warned about declining earnings due to lower sales in China. Since then, a new fear for China’s... Read More →