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    • Guest Post - Going up the country

      Guest Post - Going up the country Today, we have reserved a guest post for Jan De Blonde who is very actively engaged in sustainable farmland investment abroad. Jan is ...

    • Guest post Ironhorse : Free people around the world, Unite

      Guest post Ironhorse : Free people around the world, Unite
 My friend the equity racehorse sent me me the following interesting link which appeared on Dutch television and which basically ...

    • Elk huishouden moet eigen energie opwekken

      Elk huishouden moet eigen energie opwekken Vorige zondag (6 mei 2012) verscheen het volgend interview in De Zondag:

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    • Wat de energiestatistieken van 2011 ons vertellen

      Wat de energiestatistieken van 2011 ons vertellen Elk jaar omtrent deze tijd publiceert BP zijn Statistical Review of World Energy. Bijna 50 pagina’s grotendeels gevuld met tabellen ...

    • Elk huishouden moet eigen energie opwekken

      Elk huishouden moet eigen energie opwekken Vorige zondag (6 mei 2012) verscheen het volgend interview in De Zondag:

    • De platte aarde

      De platte aarde Door een abrupt beëindigde skivakantie (nauwelijks 50 meter op de latten gestaan) bracht ik de rest van de week haast immobiel en al ...

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    • My Mood(y's) swings

      My Mood(y's) swings Well, it's not exactly Moody's but more precisely Fitch, sending out messages which are "surprising" to say the least. Remember ...

    • A Primer on the "Magic Mountain"

      A Primer on the Davos, setting of the Thomas Mann novel "Der Zauberberg" and sheltering famous people throughout history such as ...

    • Sunday's Pedrocchi's "Light"

      Sunday's Pedrocchi's 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 ...

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    • THE ASIAN BEER BATTLE – Part 2

      THE ASIAN BEER BATTLE – Part 2 You may remember I wrote a piece on Asia Pacific Breweries (APB) , Heineken and Fraser & Neave (F&N) when I was in Singapore earlier ...

    • Joint Guest post : Barter & Geo-politics

      Joint Guest post : Barter & Geo-politics 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 ...

    • 1 is minder dan 2

      1 is minder dan 2 Geen kat die deze stelling zal betwisten, maar de impact ervan op de Chinese economie wordt vermoedelijk zwaar onderschat. We hebben ...

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    • Facebook, Google revisited?

      Facebook, Google revisited? De kogel is door de kerk, iedereen van ons kan straks aandeelhouder van Facebook worden. Intekenen op een IPO is echter niet altijd ...

    • Apple, dividend maar de spaarpot blijft groeien

      Apple, dividend maar de spaarpot blijft groeien Apple kwam de afgelopen week met de langverwachte medeling over hun spaarpot van 100 miljard $. Een mogelijke overname is nog niet in ...

    • The Future of Media

      The Future of Media On March 14th, the Media Innovation Center was launched (under the wings of the IBBT) and baptized 'Mix'. Its goal is to support and ...

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    • It's a long way to Tipporary...

      It's a long way to Tipporary... Yesterday Fitch released a report with some arithmetics and outlook on the ageing population and how the developed west so far has ...

    • AAA Maple Leafs

      AAA Maple Leafs According to the World Economic Forum, Canadian banks have been ranked as the soundest and most safe banks world-wide, this for 5 ...

    • Housing update - The Gemini Portfolio

      Housing update - The Gemini Portfolio 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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1 is minder dan 2

1 is minder dan 2 - image Geen kat die deze stelling zal betwisten, maar de impact ervan op de Chinese economie wordt vermoedelijk zwaar onderschat. We hebben het uiteraard over de geboorte beperkende maatregel dat het grootste deel van het land al decennia lang slechts één kind mag hebben.China beheerst de wereldeconomie zoals wellicht nog nooit een land ...

  • Written by Johan Braem
  • On  June 22, 2012
  • Tags : 

Go East, young man...

Go East, young man... - image The most acute problems are on Europe's periphery, where many smaller economies are experiencing crises strongly reminiscent of past crises in Latam America and Asia : Latvia is the new Argentina. Paul Krugman, NYT 15/12/08 (slightly wonkish) Yesterday, we picked ...

  • Written by Christof Govaerts
  • On  June 19, 2012
  • Tags : 

Postcard from China

Postcard from China - image 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 ...

  • Written by Gino Delaere
  • On  June 11, 2012
  • Tags : 

China, hold or sell?

China, hold or sell? - image Het financieel-economisch nieuws wordt nog steeds gedomineerd door 2 parameters: Griekenland (of in het verlengde daarvan de Europese financiële turbulentie) en de vertragende Chinese groei. Deze beide zaken hebben de laatste weken een groter impact op de beurzen dan ander bedrijfsnieuws, zeker nu de kwartaalgebonden ...

  • Written by Johan Braem
  • On  May 25, 2012
  • Tags : 

POSTCARD from TAIWAN

POSTCARD from TAIWAN - image 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 ...

  • Written by Gino Delaere
  • On  May 23, 2012
  • Tags : 

OFF TO SINGAPORE !

OFF  TO  SINGAPORE ! - image 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 ...

  • Written by Gino Delaere
  • On  February 07, 2012
  • Tags : 

Travel Log : Magyar Crossroads

Travel Log : Magyar Crossroads - image I have just returned from a short stay in Budapest. A magnificent town, reflecting its majestic history in architecture, impressive museums, 19th century open air bathing houses (Széchenyi !!) and probably the world's most beautiful library reading room (4th floor of Ervin Szabo Library !!). So we start with the good news and some ...

  • Written by Christof Govaerts
  • On  December 30, 2011
  • Tags : 

Top 3 wereldeconomieën in existentiële problemen

Top 3 wereldeconomieën in existentiële problemen China heeft Duitsland in 2007 ingehaald , en is nu de derde grootste economie ter wereld, na de VS en Japan. Het groeimirakel van China blijft bij elke standaard opmerkelijk: China is the biggest contributor to global growth and underpins demand for metals, grains and the exports of its Asian ...

  • Written by Geert Noels
  • On  January 14, 2009
  • Tags : 

Het startte zoals de Grote Depressie, het werd een Grote Recessie

Het startte zoals de Grote Depressie, het werd een Grote Recessie - image In economisch en financieel opzicht is iedereen blij dat 2008 weldra voorbij is. Alleen zijn er weinig tekenen dat 2009 een aangenaam jaar zal worden. De vooruitzichten zijn zeker voor de start van het jaar niet goed. Pessimisten zien voor 2009 een verdere uitdieping van de financiële crisis en weinig beterschap op economisch ...

  • Written by Geert Noels
  • On  December 27, 2008
  • Tags : 

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