In recent months, the risk of stagflation (the simultaneous occurrence of economic stagnation and inflation) has increased. Without the pandemic, output would be higher and inflation lower: bottlenecks in production and logistics have slowed economic activity and caused prices in the goods sector to rise sharply.
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Network Outage and Whistleblower give Facebook Critics new Fuel for Fire
Two nearly simultaneous events surrounding social network behemoth Facebook have recently directed public attention towards the network’s impact and power, giving Facebook critics new momentum: After an outage of the most important Facebook services last Monday that lasted several hours, former Facebook employee and whistleblower Frances Haugen made serious accusations against the company before the US Senate the following day.
Where are equities headed into year-end?
Global stock markets have fallen back from their all-time highs in recent weeks. What were the causes? What potential do the equity experts at Erste Asset Management see until the end of the year?
Falling Momentum and Hawkish central banks
Falling economic indicators, anger in China and interest rate decisions by central banks are currently in the focus of the financial markets. Our chief economist Gerhard Winzer analyses the current situation.
House Of Cards – the case of Evergrande
Is there a solution to the current situation of real estate developer Evergrande? How high is the share of speculative real estate purchases in China, who profits and what Evergrande has to do with the 2008 financial crisis, explains Senior Professional Fund Manager Péter Varga.
Gas Price Surge Driving up Electricity Prices and Fueling Inflation Concerns
Gas prices have soared in recent weeks. What are the reasons behind this? Will the planned increase in Norwegian gas supply bring the relief we have been longing for? Read more in our blog.
Has the real estate boom in China come to an end?
The economic boom of China has also been accompanied by a boom in the real estate industry over the past decades. The liquidity problems of the Chinese real estate developer Evergrande are heralding the end of the real estate boom in China.
What are the marks of quality shares?
In the long term, the quality of a company is also reflected in its share price. But what characterises quality and how can it be measured? And how can you invest in quality shares?
German Bundestag election – decisions for the future
Germany is facing an exciting Bundestag election on 26 September 2021. The outcome is completely open, but it sets the course for economic policy. The successor of long-term Chancellor Angela Merkel will also influence decisions at European level.
Theranos: user-friendliness and/or technological progress
Theranos was founded in 2003 by Elizabeth Holmes. The rise and subsequent trouble of the laboratory diagnostics company illustrates that usability does not suffice for the success of product and business ideas if the technological progress cannot keep up.