Rising and setting suns Japans lessons for Germany, China and South Korea

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It is fashionable to say Germany is heading down the path of post-bubble Japan. But what if the Japan to worry about is not the deflationary 1990s but the previous decade when golf club memberships swapped hands for millions of dollars? And just as there is a risk investors fail to apply the lessons of a rising sun to Germany, there is a danger that Japan’s post-bubble era is ignored by China and South Korea. [more]

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Is inflation really dead?

February 22, 2016

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Analyst:

Stuart Kirk

Slumping commodities, China devaluation scare, anaemic wage growth — deflationistas are spoilt
for choice. But could it be possible that high, not low, inflation is the threat to watch out for? [more]

An inverted look at global housing

October 22, 2015

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From bubbles in England and Japan to renting in America in Germany – this issue travels across four countries to explore today’s upside-down world of real estate. [more]

Reflections on unusual times negative rates, buybacks and changing corporate governance

June 24, 2015

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Few topics mirror the distortions in global economics and finance more than negative interest rates, share buybacks and changing corporate governance. We reflect on each in this latest issue. [more]

Asia reorders the global financial system

May 13, 2015

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Does the new China-led Asian Infrastructure Investment Bank really mark an end to the existing western-dominated financial order? Our lead feature looks at both the economics and geopolitics behind this question. [more]

Piecing together debt, defaults and forgiveness in Europe

March 6, 2015

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The issue of eurozone indebtedness has been brought to a head with the victory of Syriza in Greece. All three features in this latest edition of Konzept focus on Europe – in particular on the past, present and future of managing debts. [more]

The changing shape of liquidity

January 20, 2015

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