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Sunny days ahead for clean tech sector

Observers might be forgiven for thinking that so-called clean technology’s moment in the sun has passed. Over the past two years, many clean tech equity indices have performed poorly. In Europe, solar ...More

EJ Insight2015-03-06

A silk glove for China's iron fist

For years, China has sought to encircle South Asia with a "string of pearls": a network of ports connecting its eastern coast to the Middle East that would boost its strategic clout and maritime acces ...More

EJ Insight2015-03-05

How public money worsens global inequality

One of the factors driving the massive rise in global inequality and the concentration of wealth at the very top of the income distribution is the interplay between innovation and global markets. In t ...More

EJ Insight2015-03-05

A new asset class to fund infrastructure: buy-and-hold equity

Infrastructure projects can be among the most productive investments a society can make, with clear links to a country’s economic growth. For private investors, however, the situation is more complica ...More

EJ Insight2015-03-05

Negative way to growth

Monetary policy has become increasingly unconventional in the past six years, with central banks implementing zero interest rate policies, quantitative easing, credit easing, forward guidance and unli ...More

EJ Insight2015-03-02

Emerging economies’ demographic challenge

Population aging is often cited as a major economic challenge for the developed world. But a new report from the McKinsey Global Institute (MGI) shows that shifting demographics pose an even greater t ...More

EJ Insight2015-02-27

What to do about China's two-track economy?

With China’s economic slowdown more apparent than ever, its prospects of avoiding a hard landing are weakening. Whether policymakers succeed will depend on whether they can navigate the challenges ste ...More

EJ Insight2015-02-27

China's dangerous digital agenda

When the Chinese e-commerce juggernaut Alibaba listed on the New York Stock Exchange late last year, it became the world's 17th largest publicly traded company overnight, with a market capitalization ...More

EJ Insight2015-02-24

Why Europe fiscal austerity is unsustainable

Over the past five years, the eurozone has, without explicit popular consent, maintained a strict policy focus on fiscal austerity and structural reforms despite serious social repercussions, not only ...More

EJ Insight2015-02-17

What happened to global economic recovery?

Last year, the global economy was supposed to start returning to normal. Interest rates would begin rising in the United States and the United Kingdom, quantitative easing would deliver increased infl ...More

EJ Insight2015-02-13

Currency war not a solution

More than six years after the global financial crisis, central banks in emerging and developed economies alike are continuing to pursue unprecedentedly activist --- and unpredictable -- monetary polic ...More

EJ Insight2015-02-12

America's lethal fear of science

A rare, deadly and highly contagious disease is spreading across the United States, having infected more than 100 people since the beginning of the year, with thousands more at risk. This is not the d ...More

EJ Insight2015-02-10

How climate bonds can help fight global warming

Climate change is already wreaking havoc throughout the developing world. Vietnam, for example, has reported that natural disasters, some of them exacerbated by climate change, have caused annual loss ...More

EJ Insight2015-02-09

The unpredictable future of warfare

At the World Economic Forum’s recent annual meeting in Davos, I participated in a panel of defense leaders to discuss the future of the military. The issue we addressed is a critical one: What kind of ...More

EJ Insight2015-02-06

Greece needs a fresh start, not more austerity

When the euro crisis began a five years ago, Keynesian economists predicted that the austerity that was being imposed on Greece and the other crisis-stricken countries would fail. It would stifle grow ...More

EJ Insight2015-02-04

What's plan B for Greece?

Financial markets have greeted the election of Greece’s new far-left government in predictable fashion. However, although the Syriza party’s victory sent Greek equities and bonds plummeting, there is ...More

EJ Insight2015-02-03

Training revolution

A highly trained workforce is a public good, crucial not only to the prosperity of workers themselves, but also to the strength of the entire economy. And, as with most public goods, the United States ...More

EJ Insight2015-02-02

How investors can save the world from global warming

Around the world, institutional investors – including pension funds, insurance companies, philanthropic endowments, and universities – are grappling with the question of whether to divest from oil, ga ...More

EJ Insight2015-02-02

How companies can guard against costly blind spots

In a car, blind spots are the areas of the road that the rearview and side-view mirrors do not show. A driver must constantly be aware of them – and of the potentially deadly perils they can conceal. ...More

EJ Insight2015-01-28

The ECB’s new macroeconomic realism

The European Central Bank has finally launched a policy of quantitative easing (QE). The key question at this stage is whether Germany will give the ECB the freedom of maneuver needed to carry out thi ...More

EJ Insight2015-01-23

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