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Planning scenarios, managing risks and seizing opportunities
By: Robert Bush
"One must change one’s tactics every ten years if one wishes to maintain one’s superiority" - Napolean Bonaparte
The Communist Party’s latest 5-year blueprint puts technology and productivity in the spotlight.
By: Hansjoerg Pack
The greenback is caught between tactical shifts and structural anchoring.
For over a decade, the S&P 500’s net income growth has outpaced Europe’s Stoxx 600. But signs of change are emerging beneath the surface.
Governments are increasingly prioritizing resilience over efficiency, with far-reaching consequences for markets and companies
The euro may need fresh impetus from Europe to gain further momentum
By: Michael Lewis, Steffen Kutscher
Quarterly highlight: The elusive “Peak Oil” scenario
Europe's limited defense capabilities may remain so for some time. This is not a comforting realization, but it means funds could be flowing into the defense sector for a long time.
Both political developments and structural tailwinds are breathing fresh life into the Japanese stock market
By: Ivy-sw Ng, Tommy Law
Persistent Rice Inflation: Balancing Inflation and Economic Risks
Europe’s pay-as-you-go pension system should be supplemented by a funded system. This could also help foster public financial literacy and support Europe's economy.
Silver hits record highs on industrial demand surge and supply squeeze
