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...

Read
China’s dual circulation policy aims to reduce debt reliance
14th March 2021 by

Every now and then, people wake up to the fact that debt is only good news when it adds to growth. O...

Read
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...

Read
Chart of the Year – CAPE Index signals negative S&P 500 returns to 2030
20th December 2020 by

Each year, it seems there is only one candidate for Chart of the Year. And 2020 is no exception. It ...

Read
US chemical companies face ‘wake-up call’ as Biden focuses on the Climate Change agenda
13th December 2020 by

I worked for many years at a world-leading chemical company, ICI. But sadly, it lost its way as seni...

Read
Paradigm shifts create Winners and Losers
20th October 2019 by

MY ANNUAL BUDGET OUTLOOK WILL BE PUBLISHED NEXT WEEK Next week, I will publish my annual Budget Outl...

Read
Chemical output signals trouble for global economy
4th November 2018 by

A petrochemical plant on the outskirts of Shanghai. Chinese chemical industry production has been ne...

Read
Budgeting for the end of “Business as Usual”
28th October 2018 by

Companies and investors are starting to finalise their plans for the coming year.  Many are assumin...

Read
High-flying “story stocks” hit air pockets as credit finally tightens
29th July 2018 by

“Nobody could ever have seen this coming” is the normal comment after sudden share price...

Read
China’s lending bubble is history
27th May 2018 by

As China’s shadow banking is reined in, the impact on the global economy is already clear, as ...

Read
Jump to page: