David Millhouse - Blog
Tuesday, 26 June 2012

G20 HUBRIS

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For my readers in other countries, you probably were bemused by the lecture recently given to the statesmen and women at the G20 by the Au...
Friday, 15 June 2012

IS THIS AUSTRALIA'S INDIAN (CHINESE) SUMMER?

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One of the more sober assessments of the European situation came this week from the New Zealand Prime Minister, John Key, speaking from Be...
Monday, 4 June 2012

THE VALUE OF LOW SOVEREIGN RISK

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Last week, the German government was able to issue bonds (“Bunds”) with a yield of 0.07%. That is a negative real interest rate. Few count...
Thursday, 24 May 2012

WITHER CHINA?

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What I did not comment on yesterday was WHY some manufacturing is moving to Europe from China. Dr Clint Laurent from Global Demographics r...

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Yesterday, I commented on the evolving and essential role of Germany in the world economy and the move of some manufacturing TO Europe. And ...
Wednesday, 23 May 2012

THE INCREASING IMPORTANCE OF GERMANY

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I opened an office in Berlin in 2000 and have conducted business in that city since 1986. Times were very different then. Some of my colleag...
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