“They may ring their bells now, before long they will be wringing their hands”
15th March 2020 by

The wisdom of Sir Robert Walpole, the UK’s first premier, seems the only possible response to ...

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Chain’s smartphone and auto sales tumble as coronavirus hits demand
8th March 2020 by

China is the world’s largest market for smartphones and autos – responsible for c30% of ...

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China’s lockdown makes global debt crisis now almost certain
23rd February 2020 by

Beijing has a population of 21.5 million, but you wouldn’t know it from this BBC video from la...

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Automakers face stiff headwinds in big emerging markets
19th January 2020 by

Brazil, Russia, India and China disappoint as manufacturers face investment demands of EVs © Bloomb...

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Contingency planning is essential in 2020 as “synchronised slowdown” continues
12th January 2020 by

The IMF has now confirmed that the world economy has moved into the synchronised slowdown that I for...

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Portugal shows the way to climate neutrality by 2050
24th November 2019 by

“If you don’t know where you are going, any road will do”. The Irish proverb’...

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Markets face major paradigm shifts as recession approaches
6th October 2019 by

Major paradigm shifts are occurring in the global economy, as I describe in a new analysis for ICIS ...

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Auto markets set for major disruption as Electric Vehicle sales reach tipping point
21st September 2019 by

Major disruption is starting to occur in the world’s largest manufacturing industry.  Hundred...

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Europe’s auto sector suffers as Dieselgate and China’s downturn hit sales
16th June 2019 by

Trade wars, Dieselgate and recession risk are having a major impact on the European auto industry, a...

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The End of “Business as Usual”
21st April 2019 by

In my interview for Real Vision earlier this month, (where the world’s most successful invest...

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