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... 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... Read More →
Middle-class beats high tech II
Teaser: A global long-term development, or mega trend, appears to have accelerated through 2018 and the speed currently continues, opening-up new opportunities. During the recent years, I, among many investors, have experienced what I call the “Tesla syndrome”- where the... Read More →
German central bank remains optimistic
Teaser: Just before Christmas, the German central bank published its monthly report with a bright outlook for the German economy several years ahead – but that was not enough to reassure the financial markets. On Monday, the 17th December, the... Read More →
An exciting currency year awaits in 2019
Teaser: The coming year will start-up with higher volatility, though at the same time it offers good opportunities for investors. The year that is now fading-out has prompted a couple of hefty currency crises and general headwinds in many emerging... Read More →
Warning from the Bank of Italy
Teaser: The Italian central bank recently published a report that barely pleased the government of Rome, though it is worth the read. Since spring, it has been well-known that the new Italian government has been on its way with expansive... 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), Business Today (Malaysia), The Manila Times (Philippines), BusinessMirror (Philippines), LinkedIn,... Read More →
U.S. 10-year yield to hit 4% in 2019
Teaser: 2019 is waiting just around the corner, and when listening to different forecasts, one could get the impression that next year will be the most boring year in the financial markets throughout decades, though I doubt. On behalf of... Read More →
Chinese consumers on a sudden halt
Teaser: The Chinese retail sales was below expectations in October, which of course gives reason to consider China’s economy once more. On the famous Singles Day, the 11th November, Chinese company Alibaba sold goods for 213.5 billion renminbi (USD 30.5... Read More →
More risks from Emerging Markets
Teaser: During the first 10 months of the year, investments in Emerging Markets have generally been a loss-making experience. Most times, a market turns around, though in this case, it still requires a few months of patience – and risk... Read More →