China’s economy: a strong rebound forecast in 2021, but ongoing Sino-US trade disputes and increasing political strains with the US
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Job market begins to heat up
COVID-19 snake-bit the economy one year ago, infecting most sectors instantly with its venom. Labour markets typically react to such

Show me the money: debunking a couple of myths about excess liquidity
The reflation trade that has engulfed capital markets is largely based on the idea that a lot of money has

Vehicle demand is hot
Supply chain disruptions major headache for auto producers It shouldn’t be this way. A pandemic-obsessed public, uncertain about the economy’s

Doing business in Turkey
With a population exceeding 83 million and an economy ranked in the world’s Top 20, Turkey is rapidly emerging as

Tourism: Europe will be at the frontline of the recovery, but only in 2024
As governments race to contain new and more contagious variants of Covid-19, ‘travel passes’ or ‘vaccine passports’ won’t be enough

The not so merry adventures of the Robin Hood generation in financial markets
The recent US equity market rally, which saw some stock prices multiplied by 10x to 15x within a week, highlights

COVID-19 impacts vary across countries
If it’s darkest before dawn, then in much of the world, the first few months of 2021 are likely to

Plunging infections: Success, or just another wave?
New coronavirus infections are plunging globally. This hasn’t happened yet in this yearlong odyssey, except for brief moments. Currently, the

Country Report USA 2021
8th February 2021 A robust economic rebound expected in 2021, but major downside risks remain Political situation Policy uncertainty has