This is how the next economic crisis will be
Teaser: Lately, there have been many comments about the next global financial crisis to the 10-year “anniversary”, but a new crisis is building, though very slowly. The “financial crisis” that will hit Wall Street and other markets around the world will “just” be a correction. I still argue that bonds are overpriced, and this asset... Read More →
Excitement over China’s growth
Teaser: China’s government expects a GDP growth of 6.5 pct. this year and a number of economists even predict 6.6 pct., though it could suddenly turn out to be too optimistic. A stable GDP growth of around 6.5 pct. in China on the surface seems reasonable, but everyone knows that China is in a storm... Read More →
Philippine economy feels the stress
Teaser: For several years now, the Philippines has been one of the countries with the highest GDP growth in the world and the government is pushing for the story to continue, but right now there is a backlash. Last year, I had the impression that Philippine officials believed that all economic pleasures could be enjoyed... Read More →
August’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this August, 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. Wall street believes in a “Goldilocks” scenario There is one economic... Read More →
EM investors hope for help in Jackson Hole
Teaser: From Friday to Sunday, many of the world’s important central bankers meet in Jackson Hole, where the opening speech is awaited with excitement in the financial markets. This year’s most important event for central bankers takes place from Friday to Sunday this week. Once again, the U.S. Federal Reserve Bank’s branch in Kansas organises... Read More →
Financial markets are waiting on U.K. & EU
Teaser: The negotiations between EU and the U.K. will start again after the summer holidays, this increases some risks, but also opportunities for investors, especially in October and November. If I should assess the British economy in a few sentences, it will be that the U.K. has its macroeconomic challenges, but they are no bigger... Read More →