German economy in further deterioration
Teaser: The German shows signs of a further downturn – without any solutions in sight. On Thursday, the 4th April, it was announced that new factory orders in Germany dropped 4.2 pct. in February compared to January (graphic 1). It... Read More →
Financial markets in fear, but for what?
Teaser: The fear level in the global financial markets is rising, though without “just” foundation. Certainly, the American central bank’s (Fed) sharp change in its direction for the monetary policy has also changed my assessment of several developments in the... Read More →
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... 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... 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,... 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... 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... 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... 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 →