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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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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“When all the experts and forecasts agree — something else is going to happen”, Bob Farrell
20th June 2021 by

In January, “everyone knew” that inflation was about to take off, and that the US$ was g...

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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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Biden’s Earth Day Summit puts plastics recycling on the fast track
25th April 2021 by

Plastics has long been the ‘odd one out’ in terms of recycling. Steel, aluminium, glass,...

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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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Americans hunker down on spending as the pandemic’s impact continues
11th April 2021 by

US stock markets have been hitting new records recently, as investors swoon over the idea that the $...

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Rising US interest rates, US$ and oil prices set to pressure financial markets
7th March 2021 by

Everyone who has ever played the Beer Distribution Game on a training course knows what is happening...

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