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Wildcards & Unanswered Questions
Changes of the magnitude of the rise of the Asian consumer and of Asia, including China as a superpower, involve significant wildcards and unanswered questions. First and foremost, of course, is Plan A. What was […]
Equities
“It provides companies with access to cheap capital. And it offers virtually everyone in society an affordable and straightforward way to acquire a stake in human ingenuity. As a mechanism for lifting economic growth and […]
Commodities
“China is shifting its economy from the world’s largest exporter to the world’s largest consumer. Chinese citizens now have the wealth and income to pursue discretionary spending. They want to buy high-quality imported food, cosmetics, […]
Culture
A TED Talk by Martin Jacques is in the bibliography. Here is an important quote from it that is worth pondering: The West thinks of itself as probably the most cosmopolitan of all cultures, but […]
Introduction
I chose this theme —The Rise of the Asian Consumer— for our 2nd Quarter 2018 Wrap Up because this rise is a primary investment trend. Primary trends have a major impact and stay with us […]
Financial Markets & Corporations
Let’s turn to financial markets. If you look at Chinese strategic plans—China is remarkable in the extent to which it makes strategic plans public—we see China successfully implementing its goals to build global financial liquidity […]
2nd Quarter 2023 Wrap Up: Dutch Farmers and Fishermen: Local Heroes in the Global War on Our Food and Property Rights (100 pages) 