Newsletter & Studies
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Where have all the flowers gone?
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花儿都去哪了
Based on the song by Pete Seeger “Where have all the flowers gone”, today from a business point of view, the words should be changed to “Where have all the workers gone, long time passing.” After the corona measures were lifted it seemed as if people had been swallowed up and disappeared from the face of the earth. Regardless of which sector, there is a lack of…
“Double whammy”
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“祸不单行”
It seems somewhat apocalyptical when stock markets and other markets react at the moment to bad news with price increases. This phenomenon is called “bad news is good news”, which shows how far many markets have distanced themselves from the real economy and are used more as investment instruments. The background to this type of action is…
“Ignorance first, expertise second”
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“无知为先,专业第二”
These days, looking at the global economic environment, good news is really thin on the ground. It feels like a microscope is needed to find any. Unfortunately bad news is there in abundance and promises challenges for the coming quarters. Therefore, at this point, we do not wish to repeat the topics which are already known from media and other sources of information, but deliberately also make a compilation of the positive aspects…
Wishing is the mother of all thinking
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希望是一切思想之母
While in China, lockdowns and draconian measures prevail, here in the European summer restaurants are full and markedly more expensive. And it would appear in all countries, with the exception of Germany, that it is now accepted that the…
Nickel rotates, VW profits
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大众汽车从镍价的变化中获利
Inflation in the Eurozone (and the USA) does not appear to be just a temporary phenomenon. The ultra-loose monetary policy, lasting now for more than a decade which has set the base for demonetisation cannot be eliminated overnight. And combating it through hesitant interest rate hikes is not really conducive to have a quick impact either. In addition, a very diverse economic area in the Eurozone makes…
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