Commentary
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Recent commentary
German pension reform push crystallises challenges faced by many European countries
The burden of pension reform should be shared across generations, even if it is politically difficult
Xi’s visit underlines the hard choices the European Union faces on China
The EU cannot separate policy on China from its goals of containing Russia and ensuring economic security
The dual objective of China's competition quest: mitigating structural deceleration and great power rivalry
Should Europe put extra tariffs on Chinese electric vehicles?
Commentary items
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Opinion piece
25 March 2022
Rallying Chinese markets will not be a quick fix for Beijing
Top official makes rare intervention to reassure investors but progress to resolve problems will be difficult.
Alicia García-Herrero
Opinion piece
16 March 2022
China can see the limits of bailing out Russia's economy
Beijing will support Moscow as long as it does not fall foul of Western sanctions.
Alicia García-Herrero
Opinion piece
14 March 2022
China offers Russia respite but not a solution
Beijing could provide greater assistance to its partner while benefiting from greater energy and military security, but this option is not without ris
Alicia García-Herrero
Opinion piece
14 March 2022
How to wean Europe off Russian gas as swiftly as possible
A trans-Atlantic pact between North America and Europe is essential if Europe is to free itself in the short term from its dependence on Russian energ
Georg Zachmann, Simone Tagliapietra and Morgan Bazilian
Opinion piece
10 March 2022
How Europe can defeat Russia’s divide and rule strategy in the long term
The European Union will have to bolster members most vulnerable to Russian blackmail and rethink the structure of European energy markets in order to
Guntram B. Wolff and Simone Tagliapietra
Opinion piece
08 March 2022
How to reconcile increased green public investment needs with fiscal consolidation
The EU’s ambitious emissions reduction targets will require a major increase in green investments. This column considers options for increasing public
Zsolt Darvas and Guntram B. Wolff
Opinion piece
08 March 2022
The week inflation became entrenched
The events that have unfolded since 24 February have solved one dispute: inflation is no longer temporary.
Maria Demertzis
Opinion piece
01 March 2022
How Europe can sustain Russia sanctions
Russia's war in Ukraine has underscored the need for Europe finally to invest more in its own defence and security. Such an outrageous act of aggressi
Silvia Merler, Francesco Nicoli, Simone Tagliapietra and Ana Palacio
Opinion piece
28 February 2022
China’s economic support for Russia is not a panacea
The EU is still Russia’s largest trading partner, actually several times bigger than China.
Alicia García-Herrero
Opinion piece
25 February 2022
Global chip shortage may soon turn into an oversupply crisis
Only companies investing in advanced semiconductors will see their margins increase.
Alicia García-Herrero
Opinion piece
22 February 2022
The weakness of average inflation targeting
Introducing average over time without defining what this means is counterproductive and current levels of inflation in the US will sooner or later exp
Maria Demertzis
Opinion piece
18 February 2022
Will this be the century of youthful Asia?
Youthful Asia offers immense opportunities for investors, but this potential can only be realised if their infrastructure and energy needs are fulfill
Alicia García-Herrero
Opinion piece
16 February 2022
East-west divergence in central bank action will not last much longer
Fed shift towards raising rates will make it hard for China and Japan not to tighten monetary policy.
Alicia García-Herrero
Opinion piece
11 February 2022
How China’s investment in Middle East is evolving
The share of the Middle East in China’s total overseas investment has declined for several reasons.
Alicia García-Herrero
Opinion piece
08 February 2022
A new EU treaty to fight climate change
Thirty years after Maastricht, a new treaty is needed: one that will commit the EU to tackling its greatest challenge in the decades ahead, climate ch
Maria Demertzis
Opinion piece
07 February 2022
Letter: The EU’s green taxonomy is a missed opportunity
The taxonomy is unlikely to become the international “gold standard” in the field, which is a missed opportunity.
Simone Tagliapietra