India also caught in Trump’s storm
On the 3rd June, the governor of the Reserve Bank of India, Urjit Patel, had a chronicle in the Financial Times that was particularly interesting. It is already old news, but the very special fact that a central bank governor... Read More →
A weak EU against a weakened U.K.
Teaser: The divorce between Britain and the EU is now approaching quickly as the deadline is 19th March next year, so the negotiations need to move on during the summer. There are just nine months left of the EU-U.K. negotiation... Read More →
Oil price decides U.S. – China trade war
Teaser: The threat of a trade war between the U.S. and China has cooled down, but the battle will return with renewed power. So far, I have not considered the threat of a trade war between the U.S. and China... Read More →
In June EU meets Italy’s debt mountain
It’s now likely that Italy’s new government is ready for the EU summit in Brussels on the 28th and 29th June, but the rhetoric already gets the full attention from the financial markets. Ahead of the summit, the coming weeks... Read More →
May’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this May, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Business Today (Malaysia), The Manila Times (Philippines), BusinessMirror (Philippines), LinkedIn,... Read More →
Volatility in EM financial markets speeds up
In different ways, weekly reports of investors’ investment decisions speak a clear language. During the weeks from the 16th April to the 7th May, there was a significant outflow from funds investing in emerging market countries. In the week starting... Read More →
U.S. economy towards a dangerous crossing
[embeddoc url=”http://lundgreenscapital.com/uk/files/English-Week-20-2018-1.pdf” download=”all”]
Growing risk of Philippine currency crisis
[embeddoc url=”http://lundgreenscapital.com/uk/files/Week-18-2018-Growing-risk-of-Philippine-currency-crisis.pdf” download=”all”]
April’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this April, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Business Today (Malaysia), The Manila Times (Philippines), BusinessMirror (Philippines), LinkedIn,... Read More →
European growth in reverse mode in Q1
[embeddoc url=”http://lundgreenscapital.com/uk/files/Economic-Spotlight-Week-17-2018-European-growth-in-reverse-mode-in-Q1.pdf” download=”all”]