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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 January 2014
2014 Financial Odyssey
The European Banking Union matures in 2014, with the ECB assuming its role as single supervisor. This column outlines the transition to the new steady
Guntram B. Wolff and Silvia Merler
Opinion piece
14 January 2014
Let’s not wait for a saviour
As a despondent year ends, there appear rays of hope. A healing world economy should help economic growth pick up. At home, a new Central government c
Ashoka Mody
Opinion piece
13 January 2014
The ghost of Deauville
On 19 October 2010, Angela Merkel and Nicolas Sarkozy agreed that in future, sovereign bailouts from the European Stability Mechanism would require th
Ashoka Mody
Opinion piece
13 January 2014
Europe’s Institutional Mismatches Will Create More Turbulence in 2014 than in 2013
2013 has been a remarkably calm year in Europe, arguably the calmest since the onset of financial crisis in 2007.
Nicolas Véron
Opinion piece
10 January 2014
Monetary policy cannot solve secular stagnation
What role can quantitative easing play? I am not quite as negative on QE as Olivier Blanchard but certainly agree that it cannot fundamentally solve t
Guntram B. Wolff
Opinion piece
08 January 2014
Die Nachbarländer in die Energiewende einbinden
Wenn die europäische Dimension der Energiewende nicht im Koalitionsvertrag berücksichtigt wird, wird Deutschland mit einer nur am Ausgleich einheimisc
Georg Zachmann
Opinion piece
08 January 2014
The ECB’s big moment
Europe’s banking union project has had many doubters since it started to be widely discussed in the spring of 2012. What is not in doubt, however, is
Nicolas Véron
Opinion piece
20 November 2013
A Schuman compact for the euro area
Five years of crisis have pushed Europe to take emergency financial measures to cushion the free fall of distressed countries. However, efforts to tur
Ashoka Mody
Opinion piece
05 November 2013
Manufacturing Europe's growth
Europe's policies should focus on the high-end industries that are driving Europe's productivity growth.
André Sapir and Reinhilde Veugelers
Opinion piece
17 October 2013
Users could be losers in 'EU vs Google'
The debate misses a crucial point: the purpose of antitrust law is to protect consumers, not competitors. Google’s undue penalization of a p
Mario Mariniello
Opinion piece
11 October 2013
Germany needs a service sector to match its makers
Only 10 years ago, Germany was considered the sick man of Europe, but the German economy is now admired for its strength. However, important
Guntram B. Wolff
Opinion piece
10 October 2013
Trade is the true test of the world’s green shoots
The government shutdown aside, news from the US has been encouraging; despair on the eurozone is abating; and the Chinese slowdown has been orderly. G
Ashoka Mody
Opinion piece
30 September 2013
A new way for Germany and Europe
When the new German government takes over, it should not wait for long until it makes the euro area a central topic on its agenda.
Guntram B. Wolff
Opinion piece
26 September 2013
Making the internal electricity market work
Why the economic pressure to create a comprehensive internal energy market is building
Georg Zachmann
Opinion piece
24 September 2013
A New Greek Test for Europe
Europeans must brace themselves for another bout of political and legal turmoil. The Europe that emerges from it could look, for better or worse, very
Ashoka Mody
Opinion piece
23 September 2013
Reshaping Europe’s financial system
With the upcoming Asset Quality Review (AQR) by the European Central Bank, Europe has a chance to fundamentally reshape its financial system to make i
André Sapir and Guntram B. Wolff