log inhelp

 | 

  • If you are citizen of an European Union member nation, you may not use this service unless you are at least 16 years old.

  • You already know Dokkio is an AI-powered assistant to organize & manage your digital files & messages. Very soon, Dokkio will support Outlook as well as One Drive. Check it out today!

View
 

Trends 2011

Page history last edited by Brian D Butler 13 years ago

 

2011 Trends:

 

Ongoing global macro trends we are following:

 

Rise of Asia on global stage: 

"The region’s economic performance over the past few decades has been nothing short of remarkable. Asia now accounts for about a third of the global economy, up from under just a fifth in 1980. This trend has been reinforced by the crisis, with the emerging market powerhouses leading the global recovery" Dominique Strauss-Kahn, Mar 31, 2011.  

 

 

Food prices are rising globally:

"Food prices around the world have been rising sharply....In January, the wholesale cost of food hit its highest monthly figure on record, according to the UN's Food and Agriculture Organization (FAO). Prices were higher than their peak in 2008, when a food crisis prompted riots and demonstrations around the world."   BBC April 2011

 

 

Oil prices are on the rise (again):

"oil prices are also edging up, reaching their highest level in two years."   BBC April 2011

 

 

 

Other Global Macro trends we are watching include:

 

More Themes we are looking at:

  1. Global Economic Recovery (see Credit crisis 2007-2009 FOLDER)
  2. Low interest rates, cheap money
  3. Fear that recovery might be derailed by:
    1. inflation
    2. increased oil prices
    3. Egypt & Mideast unrest
    4. Japan earthquake -- leads Germany to shun Nuclear energy -- "The disaster in Japan revived German concerns over nuclear power. Angela Merkel announced a three-month moratorium on a plan to extend the lifespan of the country’s 17 nuclear-power plants, and said that seven facilities built before 1980 would be temporarily shut. The European Union announced plans to test the safety of all nuclear plants in the 27 member states and China suspended approvals for new nuclear facilities."  The Economist.com.   Nuclear power after Fukushima Will it go into reverse? Read more
  4. Low interest rates impact on Emerging markets
    1. rising inflation
    2. result of dollar peg (dollar bloc) strategy of many emerging countries
    3. likely to continue after Japan earthquake as central banks stimulate economies

 

 

 

 

 

More:

  1. Trends 2011  
  2. Rise of purchasing power in emerging markets
  3. economic relationship between Asia and Latin America
  4. rise in risk aversion
  5. Asian countries fight to keep their currencies undervalued vs the dollar

 

 

Related pages from GloboTrends

see also:

 

----------------------------------------------------------------- 

 

 

 

 

 

 

 

Comments (0)

You don't have permission to comment on this page.

Printable version