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"Economy"
Every morning I spend about an hour or so scanning news feeds from a range of sources with the primary of objective of updating my database of world trends – and of course getting ideas for blog posts! Living here in London we have a saying about buses. When you’re waiting for a bus (sometimes [...]
In my review of major trends to watch I talk about New Politics – in short the prospect of quite fundamental change in the political environment due largely to the toxic confluence of the end of consumerism and austerity. If you want to explore this concept further Kagarlitsky[1] paints a succinct, but challenging, scenario. Broadly, [...]
The current debate on the size of bankers’ bonuses and new regulation approaches emerging from both the US and EU may miss the most important point. The most important point is that the developed economies’ grip on the international institutions that shape the working of the global economy will weaken and faster than you may [...]
Overview This post considers the implications of a long , slow L-shaped recovery in the developed economies. The outcome could be a divided world, with the developed economies split into two groups or blocs. In the scenario presented here, the lasting effects of the Great Recession are felt as seismic changes in both the political [...]
Markus Jaeger makes an interesting observation in his article The Great Risk Shift[1] noting that the Great Recession has had another unexpected outcome. In summary, the terms “developed economies” and “emerging economies” are now anachronisms – part of the vocabulary of the pre-Great Recession world that are now of limited value. Jaegar’s main point is [...]
Reports in the Financial Times today [1] that Europe is considering establishing its own European Monetary Fund may raise a few eyebrows. The article asks what the react of the IMF might be. Possibly a more interesting question to consider is what the reaction of China and Asia as an economic region will be. Consider [...]
It has always struck me as strange that when nations fight wars to extend their sphere of influence, they resort to destroying their opponent’s economic resources. The task then is one of investment to build something out of the rubble. Well, this could all change. The first thing that we have to do is to [...]
In my post So how long are we in this for? I reflected upon unemployment as a key indicator for strategists. It is, after all, employment, or the lack of it, that could reshape human and therefore customer behaviour. Well I have an update on the issue of unemployment or the question how long are [...]
In terms of anyone who has an interest in strategy, a primary focal point must be customers’ behaviour and how it changes. As I have argued in my November Executive Briefing, 2010 and Beyond: The real issues and trends we are now entering the period when the behaviours, attitudes and needs (I will collectively refer [...]
Most of you will be embarking upon the exhausting process of business planning and budgeting – defining what the organization will and will not do in the years ahead. The problem that you will encounter is that traditional business planning tools do not work very well during recessionary and post recessionary periods. In short, the [...]
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