Commentary
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Recent commentary
台灣大選的關鍵因素不在經濟,而在兩岸議題
雖然經濟因素在選舉中常是關鍵角色,但在2024台灣大選發揮的作用,並不如想像中的大。無可迴避的關鍵問題,仍在兩岸關係。
香港2024經濟前景:曲折和挑戰重重
2023年香港經濟經歷了周期性回升,但新冠疫情帶來的經濟創傷和外部環境帶來的阻力將繼續挑戰2024年的經濟前景。
中國經濟面臨結構性放緩,亞洲其他經濟體韌性較強
亞洲新興經濟體的崛起將有助於緩和中國的結構性放緩。
中國資本流動情況及影響一覽
中國的淨資本流動和外匯結算表明人民幣將繼續走弱。
中國結構性放緩背後的深層原因有哪些?
中國經濟的快速放緩是結構性因素導致的,不能完全用疫情衝擊來解釋。這是中國的發展模式所帶來的固有問題,因此能夠緩解這種結構性減速的政策極難實施。
Commentary items
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Opinion piece
17 October 2022
China’s real estate sector goes south
The demise of China’s real estate sector, pushed by developer defaults and mortgage boycotts, is a major risk for the Chinese economy.
Alicia García-Herrero
Opinion piece
17 October 2022
The critical importance of chips – and having a plan for them
The Chips Act is the first, and an imperfect, step towards a long-term strategy that still needs to be designed.
Maria Demertzis
Opinion piece
07 October 2022
The importance of being fiscally earnest
As interest rates increase over the course of the next few months, there are bound to be asset-price corrections & rethinking of investment decisions.
Maria Demertzis
Opinion piece
30 September 2022
China can learn from the bursting of Japan's real estate bubble
Beijing cannot count on economic growth or fiscal space to tide through crisis
Alicia García-Herrero
Opinion piece
20 September 2022
A cold winter
Reforming energy markets must aim to make them less vulnerable to crises such as today’s, even if such crises are rare.
Maria Demertzis
Opinion piece
12 September 2022
China’s Economy Needs More Stimulus. Beijing’s Room for Maneuver Is Limited.
Alicia García-Herrero
Opinion piece
30 August 2022
The grand energy bargain Europe needs to defeat Putin
Ben McWilliams, Simone Tagliapietra and Georg Zachmann
Opinion piece
05 August 2022
EU climate agenda is not at odds with energy security
In the coming weeks and months, Europe must deploy all available options to counter Putin’s energy blackmail.
Simone Tagliapietra
Opinion piece
08 August 2022
Europe Needs a Grand Bargain on Energy
Why a “Go It Alone” Approach Will Leave Countries in the Cold This Winter
Ben McWilliams, Simone Tagliapietra and Georg Zachmann
Opinion piece
26 July 2022
Europe needs energy solidarity — not a North-South rift
The bloc must urgently implement a compensation scheme to prevent Putin from dividing member countries.
Simone Tagliapietra
Opinion piece
15 July 2022
An individual tax on fuel consumption is an effective, flexible and sustainable solution to combat inflation
Jean-Philippe Bouchaud and Miquel Oliu-Barton
Opinion piece
19 July 2022
Euro-dollar parity: beyond symbolism
Lack of certainty that the euro will stay prevents it from a greater international role. Until addressed, the dollar will continue to be hegemon.
Maria Demertzis
Opinion piece
12 July 2022
Scorching summers are becoming the new normal. Can Europe prepare itself?
As global average temperatures continue to rise beyond the current 1.2°C above pre-industrial averages, Europe is likely to warm even faster.
Klaas Lenaerts, Guntram B. Wolff and Simone Tagliapietra
Opinion piece
02 July 2022
Ukraine and Taiwan on the Biden-Xi chessboard
Overall, Biden and Xi seem to be converging on their strategies for global dominance
Alicia García-Herrero
Opinion piece
07 July 2022
Is the European Union on course to become the big loser in the global tech race?
To sustain the innovativeness of its economy, Europe needs reforms.
Marek Dabrowski
Opinion piece
06 July 2022
Central banks have been too slow in responding to higher inflation
Tackling inflation requires monetary and fiscal policy tightening. It should be done quickly to avoid building up inflationary inertia & stagflation
Marek Dabrowski