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Businesses set for transformation as supply chain chaos combines with Net Zero targets

15/08/2021

‘Business as usual’ seems a most unlikely outcome as we look forward ove...

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Housing markets face long-term downturn as central banks abandon stimulus

05/09/2021

Last month saw the beginning of the end for the central banks’ 20-year exp...

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EU patience starts to run out as UK threatens to break the N Ireland Protocol
17/10/2021

Unsurprisingly, it turns out that Brexit still isn’t “oven-ready”, despite the UK ...

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A look back from 2030 at the success of COP26
10/10/2021

Looking back over the 2020s,  it is easy to see how forward-looking companies emerged as Winners in...

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An end to the China bubble would risk a Minsky moment
05/10/2021

My letter in today’s Financial Times warning of the risk to Western financial markets from the bur...

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Xi aims to “bring order out of chaos” by bursting China’s property bubble
03/10/2021

China is at the start of its biggest economic shake-up since 1978, when Deng Xiaoping launched his p...

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The end of China’s real estate bubble will impact global supply chains, exports and growth
26/09/2021

“How did you go bankrupt?” Bill asked. “Two ways,” Mike said. “Gradually, then suddenly....

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An Evergrande default could reset the Chinese, and global, economy
19/09/2021

China’s economy has been ‘subprime on steroids’ since the financial crisis in 2008...

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PlasticsEurope calls for mandatory 30% recycling target for packaging by 2030
12/09/2021

The European plastics industry last week took the crucial first step in moving away from virgin plas...

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Housing markets face long-term downturn as central banks abandon stimulus
05/09/2021

Last month saw the beginning of the end for the central banks’ 20-year experiment with stimulu...

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