Looking at the status of the G20 economies, one might say nothing works. Keynesianism taken extreme has led to negative interest rates, moderate unemployment and no growth. Neo-liberalism generated uncontrolled banks, opinionated leadership and polarization of welfare. Trickle down economics do not work at all, especially if we look at the African or the Latam economics. Even the Chinese market-oriented […]
Category: Investing Classes and Strategies
European Bank’s Shares Shattered or Under-valued?
The last few days saw the European bank’s shares substantially going down. Deutsche’s Bank shares went down from around 25 EUR/share in December 2015 to 13,68 today (Feb 12th, 2016). Other German banks suffered also losses of 10-20% on their share prices, whilst French and Italian ones did not fare very well too. Most of the hit banks were from […]
Why the Housing Market in Anglo-Saxon Countries Will Further Boom
Recently I was reading an interesting article on The Economist about the UK housing market. Whilst I do not agree with 100% of it (after all, the real estate markets have gone through various historical cycles), it is a well-argumented read. It basically says that whilst subventions via free land for the constructors might help, the housing market still has […]
New Deal Means A Sort of Old Liberal Keynesianism
Yesterday I noticed an interesting trend on the financial investments blogs – many started to talk recently about a New Deal. Which is normal, don’t get me wrong – with stagflation and investments decimated in the US, with the BRIC markets trailing behind expectations and a sluggish Europe, things look hardly “rainbowy” for the global asset managers. Which of course […]
What Is The Perfect Profile Of A Central East And East Europe CFO?
Recently I was browsing a few articles on the CFO job in Central East and East Europe. Actually quite interesting readings, even if you are not a boring finance professional trying to make his/her way to the top. Whilst reading them, I had two major surprises: – The articles on the topic were few and far in between, and quite […]
Next Financial Crisis
I was reading these days several articles in the financial press. All is so quiet… dangerosuly quiet. Wall Street Journal, Financial Times, LA Times, Forbers etc they are all silent about what the banks are doing or what other financila insitutions are up to. To me, this means only trouble brewing. Economic data for US looks slightly promissing and the […]
Eurozone Crisis – Cyprus Now, Malta and Luxembourg Next?
Finally everybody had a sigh of relief when Cyprus announced the bailout plan. Painful as it might be for the above-100,000 EUR depositors, it is still a sign that the European Union wants to stay united and is decided to do whatever it takes for this. But what about the other fiscal paradises which are its members? Are they really […]