What to expect in a stagnating world economy
by Marios Maratheftis
Global growth is sluggish. I expect the world to only grow by 2.5 per cent in 2016. This is even lower than 2015, and 2015 was not such a great year to begin with. This is disappointing. But there is a silver lining.
Awakening for Europe’s believers - bad and good news if Britain leaves
By Jacques Lafitte
The ‘Panama papers’ tax avoidance affair has badly dented the authority of David Cameron, the UK prime minister – and could fatally undermine his ability to win the 23 June referendum. Britain’s departure from the European Union would have important implications.
Pains of German interdependence - Oswald Spengler’s doctrines strike home
By David Marsh
'Germany is not an island. No country is in the same degree woven actively or passively into the world’s destiny. Germany’s geographical position, its lack of natural borders, condemn it to this role. In the 18th and 19th centuries it was "Mitteleuropa", in the 20th it is once again a buffer against "Asia". The Germans, more than anyone, must think politically and economically well beyond their borders. Everything that happens afar sweeps through to the heart of Germany.'
After immigration, it’s London v the euro area - Europe starts preparing for future without the UK
By Jacques Lafitte and Denis MacShane
To read the press, 99% of the discussion over the deal that British Prime Minister David Cameron hopes will avoid Brexit has focused on supplements for low-pay European workers with children.
But this focus on EU migrant workers has obscured a much bigger issue – particularly in France and maybe not just there. In Paris, the issue is not what the UK does on immigration, but rather London’s bid for oversight of the euro area’s development.
Danger of the super-dollar: Emerging market debt bubble is worse than 2007-08.
By Marcello Minenna in Milan and Edoardo Reviglio in Rome
The dollar has reached its highest level since the early 2000s on a trade-weighted basis. This reflects higher US interest rates, expansive monetary policies elsewhere, and rising international tensions. The ‘super-dollar’ cheapens exports to America’s still world-beating economy, helping the world recovery.
Market Volatility: A Driving Force for Corporate Strategy
by Dr. Andreas Ludwig
Flexibility is key when dealing with volatility and creates security. International diversification can help absorb different fluctuations. But especially the organization’s ability to adapt to changing markets is crucial. Dr. Andreas Ludwigs, CEO of the Umdasch Group, outlines what measures his company has taken to reach this ability.