Today, we have reserved a guest post for Jan De Blonde who is very actively engaged in sustainable farmland investment abroad. Jan is ...
My friend the equity racehorse sent me me the following interesting link which appeared on Dutch television and which basically ...
Vorige zondag (6 mei 2012) verscheen het volgend interview in De Zondag:
Elk jaar omtrent deze tijd publiceert BP zijn Statistical Review of World Energy. Bijna 50 pagina’s grotendeels gevuld met tabellen ...
Door een abrupt beëindigde skivakantie (nauwelijks 50 meter op de latten gestaan) bracht ik de rest van de week haast immobiel en al ...
Well, it's not exactly Moody's but more precisely Fitch, sending out messages which are "surprising" to say the least. Remember ...
Davos, setting of the Thomas Mann novel "Der Zauberberg" and sheltering famous people throughout history such as ...
Following our adventures in today's every changing moods in the world of finance, it's not a bad thing to assess volatility as a ...
You may remember I wrote a piece on Asia Pacific Breweries (APB) , Heineken and Fraser & Neave (F&N) when I was in Singapore earlier ...
My dear friend Sideshow Bob sent me a short note which I think deserves some attention. It opens up the discussion on one of the most ...
Geen kat die deze stelling zal betwisten, maar de impact ervan op de Chinese economie wordt vermoedelijk zwaar onderschat. We hebben ...
De kogel is door de kerk, iedereen van ons kan straks aandeelhouder van Facebook worden. Intekenen op een IPO is echter niet altijd ...
Apple kwam de afgelopen week met de langverwachte medeling over hun spaarpot van 100 miljard $. Een mogelijke overname is nog niet in ...
On March 14th, the Media Innovation Center was launched (under the wings of the IBBT) and baptized 'Mix'. Its goal is to support and ...
Yesterday Fitch released a report with some arithmetics and outlook on the ageing population and how the developed west so far has ...
According to the World Economic Forum, Canadian banks have been ranked as the soundest and most safe banks world-wide, this for 5 ...
Gemini, the immortal twins Castor and Pollux, in this case Dublin and Cork. We picked up an interesting story from out of Bloomberg ...
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You may remember I wrote a piece on Asia Pacific Breweries (APB) , Heineken and Fraser & Neave (F&N) when I was in Singapore earlier this year (March 6th to be exact). I had just visited the high-tech APB plant in Singapore and left very impressed with their activities and unique positioning ...
The gold price had been caught in a 20-year bear market when Gordon Brown decided to sell off 400 tons of Britain's gold reserves at rock-bottom prices. That more or less marked the bottom of the ferocious bear market. But that's just the way markets behave. Bear and bull markets do not usually end without a 'grand finale'. In 1979 ...
Writing a piece like this after a trip to (a part of) a country is always somewhat difficult. The reason is that you have to be very careful not to extrapolate to the entire country what you have seen in the cities you have just visited. In this particular case, I will try to share with you some thoughts on my recent stay in ...
There’s good news and bad news on my latest trip to Taiwan. The bad news is that I cannot talk about what was probably the most interesting factory visit and management meeting as they had me sign a very strict three-page long Non Disclosure Agreement forbidding me to even mention that I had talked to them, let alone that I ...
I have a confession to make. I like to read books. My goal is to try to read one book a month. There are years in which I easily reach that target, but in other years I fail miserably. Most -let's say at least 75%- of those are work related in some way, and the rest consists of travel literature, John Grisham (I read ...
At Econopolis we combine in-depth research and analysis with on-the-ground company visits around the world to find the best opportunities in this ever changing world. Yesterday, we had the unique opportunity to meet with some members of the top management from Archer Daniels Midland (ADM) in Hamburg. We talked at ...
Part of our investment process within the global equity team at Econopolis is to routinely go to countries that we invest in. I am currently based in Singapore and have already visited many companies during the last two weeks. These visits usally consist of a mix of existing investments on the one hand and companies on our ...
Just over half of the world’s population lives in cities. Experts predict that urban areas will be home to around 60% of the world’s population by 2030 and this figure is expected to reach even 70% by 2050. Over the same period of time, the global population should increase to 9 billion. While urbanization in Europe and North ...
Last week I attended an investment conference in Singapore which was called “ Trading Places: The Emerging World Order ”.
For the past 14 years, Bank of America Merrill Lynch has commissioned an annual survey which interviews CFOs of mid to large sized US companies. For the first time ever, this survey has been conducted in Asia as well. From 28th September to 30th November 2011, CFO Innovation Asia completed 465 interviews with financial ...
Take our 1st Econopolis multiple choice QUIZ on Emerging Markets to test your knowledge. The answers are down below. If you’re up to it, take the Bonus Round as well. Have fun and be sure to share it with your friends & colleagues! 1. Jim O’Neill coined the phrase BRIC in a 2001 paper called “The ...
As some of you may know, I have spent a year in India from mid ’93 to mid ’94. At the time, I obtained my Post Graduate Diploma in Management at Xavier Institute of Management in Bhubaneswar (XIMB), the capital of the eastern Indian state called Orissa. Almost 20 years later, I am still filled with colourful memories and ...
Over the weekend, I was reading an article in the International Herald Tribune which was titled "From toilets to taps", highlighting the rising worldwide water scarcity problems. You may or may not be aware that every year on March 22nd the International World Water Day is held as a means of focusing ...
I'm heading off to Singapore later this week. I'll be staying there almost a month, mostly talking to companies, meeting up with local contacts and analysts, but also visiting some Belgian businesspeople who have been living and working in the region for quite some time. My first visit to Singapore dates back to 1994. I had just ...
Today, around 3.5 billion people will sit down to a meal of something and rice. The “something” will depend on whether it’s Jamaica, Shanghai or Kerala, but rice is one of the world’s constants. It is a staple food for nearly half the globe and provides a fifth of all the calories humanity consumes. It is hard to overstate its ...
Qatar's energy resources have given it one of the world's highest per capita incomes, a futuristic urban skyline and enough clout to host the 2022 soccer World Cup. But its wealth may not be enough for the arid state to achieve an even more ambitious goal: becoming largely self-sufficient in food. ...
China probeert al geruime tijd om de binnenlandse economie af te koelen. Ze zijn er zich zelf zéér goed van bewust dat je niet oneindig aan +10% kan blijven groeien. Dus willen ze zelf van een hypergrowth (+10%) naar een acceptable growth (7-8%) evolueren. Dit is de kern van de zaak: ze willen zelf hun groei intomen. De vraag is ...
