The Antwerp Declaration is set to transform Europe’s chemical industry
Restructuring, repositioning and rethinking are now essential for the industry’s survival.
The Antwerp Declaration is set to transform Europe’s chemical industry Read More
demographics
Smartphone sales hit new low as world moves into its first “demand recession”
Cheap used phones priced at <$200 are now the only growth area in the smartphone market. Companies who just sell hardware are now set to be Losers as their profits tumble. Companies like Apple, with a strong brand and service offering, will be long-term Winners.
Smartphone sales hit new low as world moves into its first “demand recession” Read More
China’s One Child Policy meant it “lost” 87 million girl babies – adding to its real estate and economic risks today
Everyone will now lose out as China’s real estate bubble continues to burst. The speculators who bought apartments they couldn’t afford will go bust. The new capacity built to supply the bubble will have to close down. And the millions of people who invested in China’s “growth miracle” will lose their shirts.
Global economy set to go ex-growth as world population hits 8bn
Underlying growth has been slowing since 2000 as more people joined the Perennials generation. Now, the bursting of the central bank stimulus bubbles – combined with the impact of Russia’s invasion – will likely cause the global economy to go ex-growth.
Global economy set to go ex-growth as world population hits 8bn Read More
Industry now needs to step up, if Net Zero is to be achieved
The transformation period is a wonderful opportunity to reset the clock and start a new race.
Industry now needs to step up, if Net Zero is to be achieved Read More
Housing markets face long-term downturn as central banks abandon stimulus
Central banks thought they could overcome demographic pressures from ageing populations by printing bucket-loads of money at zero interest rates to support housing and stock markets. Now they are finally realising this was wishful thinking.
Housing markets face long-term downturn as central banks abandon stimulus Read More
CEOs need new business models amid downturn
Many indicators are now pointing towards a global downturn in the economy, along with paradigm shifts in demand patterns. CEOs need to urgently build resilient business models to survive and prosper in this New Normal world, as I discuss in my 2019
The blog’s 11th birthday – and a look forward to 2021
The blog has now been running for 11 years since the first post was written from Thailand at the end of June 2007. And quite a lot has happened since then: There was the 2008 financial crisis, one of the
The blog’s 11th birthday – and a look forward to 2021 Read More