Introducing Strategic Inflection Points

05/16/2012
Inflection points are events or situations that can lead to significant change in the development of a company, industry, sector, economy or geopolitical situation. An inflection point can be considered a turning point after which a dramatic change, with either positive or negative results, might well result. Andy Grove, Intel's…

A Chinese Political Crisis?

05/06/2012
Dr. Harald Malmgren looks at the political fallout from Chinese economic difficulties. News and media reporting on policy decisions is not based on top-level access but rather on interpretations provided by technocrats who may be in charge of implementation, and who operate within a strict framework of instructions. Operating in…

China: Hard Landing and Turbulent Political Transition?

04/13/2012
By. Dr. Harald Malmgren China’s exports of high labor content, low value added manufactures are no longer internationally competitive. A shift in export orientation to lower labor content, higher value added manufactured exports will take time measured in years.  A shift in export priority to infrastructure projects in the Third…

Never Ending Eurozone Crises?

02/22/2012
By Dr. Harald Malmgren Following Standard 7 Poor’s downgrades of a swathe of Euro member governments including France, Moody’s has also joined in the process of downgrading several of the members, with a warning to France. [caption id="attachment_33613" align="alignleft" width="300" caption="There is a core problem of the impact of policy…

Whither the Eurozone?

01/03/2012
01/03/2012 - by Dr. Harald Malmgren News headlines about the European Union summit on 8-9 December declared that “Eurozone leaders agree treaty changes.”  UK Prime Minister Cameron vetoed change of the EU Treaties.  So what was really agreed? Leaders of the 17 Euro members and several other EU members agreed…