Hauptwerte, Large Caps

Fiscal policy needs to be recalibrated. The longstanding argument that Keynesian fiscal stimulus is the answer to every imaginable economic shock has been exposed as bankrupt. A column by Kenneth Rogoff.

Johann Rupert, chairman of Richemont, opposes investor Bluebell Capital's plans and explains how the company is moving forward.

Sri Lanka’s lessons can be paired with those from Brazil, which, following its 2002 debt crisis, quickly adopted the necessary policy reforms and went on to enjoy years of sustained growth. A column by Anne O. Krueger.

China is probably not planning to launch an immediate and deliberate attack on Taiwan. But it may decide to engage the US in a game of chicken in the Taiwan Strait. A column by Minxin Pei.

Über Nacht reich werden – mit einem ETF.

The eurozone needs a program that operates through intergovernmental, rather than monetary, institutions. The European Stability Mechanism should be given a greater role. A column by Harold James.

History is replete with examples of high inflation driving systemic breakdowns. By breeding uncertainty, inflation can easily destroy large, complex political entities. A column by Harold James.

In turbulenten Zeiten sollten sich Unternehmen mit hoher Geldflussrendite besser schlagen als der breite Markt. FuW präsentiert eine Auswahl aus Asien.

The West cannot influence its trading partners’ political trajectories. It also needs to ensure that corrupt, authoritarian regimes do not influence its own politics. A column by Daron Acemoglu.

Don’t fight the Fed. The dollar’s exorbitant privilege as the world’s reserve currency is never clearer than during times of war. A column by Stephen S. Roach.