EU patience starts to run out as UK threatens to break the N Ireland Protocol
17th October 2021 by

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
10th October 2021 by

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
5th October 2021 by

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
3rd October 2021 by

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
26th September 2021 by

“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
19th September 2021 by

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
12th September 2021 by

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
5th September 2021 by

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

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Businesses set for transformation as supply chain chaos combines with Net Zero targets
15th August 2021 by

‘Business as usual’ seems a most unlikely outcome as we look forward over the next 6 months....

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