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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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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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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Samsung stumbles in global smartphone market as Xiaomi overtakes Apple
8th August 2021 by

Smartphone sales confirm that global markets are continuing to pivot to the New Normal world. Back i...

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Auto industry provides a model for the transition to Net Zero
25th July 2021 by

Flooding in China and Europe, record temperatures in the USA, wild fires – all these are signs...

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Europe’s Green Deal will transform its economy, as floods confirm urgency of tackling climate change
18th July 2021 by

The floods raging in Germany and Benelux highlight the scale of the Climate Change challenge ahead....

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Oil markets enter the endgame as car companies rush to electrify
11th July 2021 by

Almost every day now sees a car company rushing to announce its plans to boost Electric Vehicle (EV)...

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Supply chains set to transform as companies start to reshore
9th May 2021 by

Major new opportunities are starting to appear in today’s New Normal world, as I describe in a...

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Pandemic leads to ‘baby bust’ as births decline in most countries
18th April 2021 by

A year ago, many were suggesting the lockdowns might produce a “baby boom” as couples sp...

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