Category: Insights

Germany, a country with deep economic ties to China, is facing a dilemma: how to address national security concerns regarding Chinese investments without jeopardizing its economic growth. Softening Stance on Investment Screening Recent reports suggest that Germany might scale back its plans for stricter scrutiny of foreign investments, particularly those from China. This potential shift…

The push to utilize frozen Russian assets to support Ukraine’s defense efforts has hit a snag: Germany’s concerns over historical precedent. WWII Reparations and the Fear of Precedent Germany’s reluctance stems from its own history with WWII reparations. The country fears that seizing Russian assets could open the door for renewed claims against them for…

China’s electric vehicle (EV) market is booming, with government support fueling an ambitious expansion. However, concerns are mounting about potential overcapacity and its implications for the global auto industry. From Bust to Boom: The Case of Zhido Zhido, a Chinese carmaker that went bankrupt in 2019 after government subsidies for mini EVs were cut, has…

The tech landscape is experiencing a seismic shift, and it all boils down to one thing: investors want results, not just promises. The recent contrasting fortunes of Tesla and Meta exemplify this new reality. While Tesla’s shares soared after announcing a focus on more affordable electric vehicles, Meta’s stock plummeted despite exceeding sales expectations. Why?…

There’s a hot topic in the financial world right now: the neutral interest rate. This rate, also known as r-star, is the sweet spot where the economy hums along with stable growth and inflation. It’s like Goldilocks’ porridge – not too hot, not too cold. For decades, experts believed this neutral rate was on a…