Cement in the Chinese growth engine
Teaser: Around the world, the fading economic growth is a challenge, including in China, though something indicates that the Chinese government is already trying to reverse the trend. The macroeconomic data from China has been surprisingly positive lately, particularly that... Read More →
Heavy 2020 spending in Northern Europe
Teaser: Most European countries have approved their respective fiscal budgets for 2020 and some have even expanded fiscal spending- perhaps even more countries will follow suit with additional growth packages. Europe’s largest economy, and the fourth largest in the world,... 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), Malaya Business Insight (Philippines), The Manila Times (Philippines), BusinessMirror (Philippines),... Read More →
US stock market is no threat to consumption
Teaser: A downturn in the American economy will hurt the US stock markets, but a sell-off on Wall Street won’t necessarily damage the American GDP growth quite as much– it’s another sign of changing macroeconomic dynamics. It is well-known that... Read More →
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... 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... 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),... 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... 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... Read More →
The investor’s dream- an AI profit machine
For a couple of days, I have had the pleasure of being in sunny Barcelona in Spain. Though it wasn’t the palms on the beach that was the attraction, but rather, a 1,000-person fixed income convention, where I was invited... Read More →