on March 27, 2015

Too many policymakers, companies and investors are continuing to ignore the dramatic changes taking place in the age profile of the global population.  Yet common...

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on March 26, 2015

The above chart is a major wake-up call for anyone who still believes that China will continue to import ever-increasing volumes of major commodities such...

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on March 25, 2015

Sinopec, China’s largest chemical company, has just published its operating results for 2014.  We don’t yet have all the details, but the chart above...

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on March 24, 2015

Major change is underway in China under President Xi Jinping.  And this is not ’sound-bite’ policy change, created for the evening news bulletins.  Instead this is long-term strategy, intended...

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on March 23, 2015

What could go wrong in today’s financial world?  Many stock markets in the West are hitting new highs, and central banks are promising they will do...

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on March 20, 2015

We are living in a world of ageing populations for the first time in history.  For many, this conjures up a picture of vast numbers of...

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on March 19, 2015

Attention has rightly been focused on the collapse of oil prices over the past 6 months.  These have further to fall, but the major part of...

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on March 18, 2015

Americans are driving less each year.  For the first time since records began in 1970, average vehicle miles per person has been declining for over a...

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on March 17, 2015

Historians will not look kindly on Mario Draghi, head of the European Central Bank. They will ask what he thought he was doing, issuing...

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on March 16, 2015

There have so far been 3 stages to the oil price collapse since I first forecast this development in mid-August: The first stage saw prices reach my initial forecast...

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