A Golden Age - Make the Dutch Provinces Great !
With victory in the Revolt against Spain in 1648, the challenge had evaporated and the Dutch Republic needed to find a fresh purpose in itself, above and beyond its outstanding economic success
Finance
U.S. asset inflation and the savings glut
Assets are bound to be in limited supply - it is inexhaustible demand, unshackled by access to abundant credit which needs to be understood
The Yuan also rises
Reflecting global reach, credibility of national governance and economic dominance, currency convertibility can be facilitated in practice but cannot be summoned by diktat; trust will be earned in the long haul
China's Enduring Malaise - Darkness before dawn ?
Backed in a corner as debt-financed investment growth fails to deliver, the Chinese economy is facing hard choices to rebalance the country's GDP drivers, and its financial system, while remaining protective of the CCP's social contract
Stablecoins – what is in a name
By establishing a federal framework for dollar-backed stablecoins, the US Senate paves the way for actual use of these cryptocurrencies in everyday retail transactions - how large a shadow this initiative will cast remains undecided
US Regional Banks - Structural issues
If inflationary anticipations take root, bond holders will suffer losses of a magnitude which has the potential to roil the US banking system - the largest holder of Treasuries - and US banking fragmentation heightens collective risk
China - Finance with Attitude
Turning a blind eye on awkward arrangements, the U.S. and China had struck a delicate and self-serving balance in their financial dealings. With principled postures taking hold on both sides, global finance will be bracing for a grand unraveling
Asset exposure of Regional Banking ETFs varies greatly
At the high end of the volatility range of our Finance ETFs Overview, Regional Banking has been persistent in signaling a shaky outlook of the US economy at the local level over the past year
Insurance - Berkshire's growth engine
"Insurance, a business I do understand and the engine that for 51 years has powered Berkshire's growth ' W.Buffet - Chairman's Letter to the Shareholders 2017
The US dollar and international trade finance
US monetary and fiscal policies will have an impact on the liquidity of the international credit market, reverberating throughout the world economy
Financial Services ETFs - much diversity in industry coverage
In the Financial ETF category, performance of funds with exposure to Financial Services and supporting activities has been oustanding but the definition of the industry segment is quite diverse
Digital India - a Gordian Knot
To back-up India's neutral payment platform, for-profit complementary'rails' might be called upon to share regulatory tasks... How to rein in the digital titans on the largest global market is on everyone's mind...
India - Rain on the Digital Parade
The New Umbrella Entities (NUEs) for retail payments - the new Indian regulatory framework - bring together the titans of global social networks, e-commerce and Indian conglomerates - a billion dollar contest (many times over)