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
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
Opinion piece
19 September 2013
Euribor and the limits of antitrust
The European Commission is investigating a suspected banking industry cartel, one of the many consequences of the opening of the London Interbank Offe
Mario Mariniello
Opinion piece
13 September 2013
Brussels drops the call on Europe's single digital market
The European Commission's reforms are too coy about making the changes that would create a true digital single market.
Mario Mariniello
Opinion piece
12 August 2013
The euro area needs a German miracle
Recent sentiment indicators of the euro area are encouraging but return to lasting health of the euro area economy will still require major further st
Guntram B. Wolff
Opinion piece
09 July 2013
EU trade with Myanmar and the grasshopper problem
The European Union’s decision to reinstate Burmese access to the generalised scheme of tariff preferences (GSP) was the right move, bec
Opinion piece
08 July 2013
The rupee’s wake-up call
The Indian rupee has weakened rapidly in recent months, with the exchange rate against the US dollar dropping by 11%, to around 60 rupees, since early
Ashoka Mody
Opinion piece
07 June 2013
Mehr Augen sehen mehr
Soll Deutschland einer gemeinsamen Bankenaufsicht auf EU-Ebene zustimmen, oder gibt Berlin dadurch zu viele Kompetenzen auf?
Guntram B. Wolff
Opinion piece
06 June 2013
Misreading the Global Economy
In April 2010, the International Monetary Fund’s World Economic Outlook offered an optimistic assessment of the global economy, describing a
Ashoka Mody
Opinion piece
06 June 2013
Europe’s Troika should grow up
In early 2010, a group of men (and a few women) in dark suits landed in Athens. They belonged to a global institution, the International Monetary Fund
Jean Pisani-Ferry
Opinion piece
06 June 2013
Germany must lead by example on fixing its banks
Charles Kindleberger, the pre-eminent historian of financial crises, described a hegemon as a country willing to accept short-term costs for the sake
Ashoka Mody
Opinion piece
06 June 2013
Chinese solar panels - economics or politics?
Unless appropriately managed, the ongoing row on the proposed EU tariffs on solar panel imports from China has the potential to lead to a serious trad
Suparna Karmakar
Opinion piece
10 January 2012
Fiscal federalism: US history for architects of Europe's fiscal union
Ever since first the blueprints for monetary union in Europe were drawn up, the United States, considered as a collection of individual states or re
Randall Henning
Opinion piece
01 July 2010
Why Germany fell out of love with Europe
Opinion piece
01 February 2009
Politics and trade: lessons from past globalisations
Kevin O'Rourke
Opinion piece
20 October 2008
Testing times for global financial governance
Ignazio Angeloni