Category Archives: European Union

Talking About Brexit with Andrew Stuttaford

“So far as the original founders are concerned, the journey [of European integration] continues. The problem is it is not what most British people thought they were signing up for.” ____Andrew Stuttaford. Andrew Stuttaford is a British-born contributing editor at … Continue reading

Posted in Economy, England, Europe, European Union, Podcast, Politics, Scotland, Society, United Kingdom | Leave a comment

Demography, the Global Emergency

It is not an exaggeration to say that world demographics are entering uncharted territory. For the first time in a very long time, perhaps the first time ever, the dependency ratios (loosely, the ratio of dependents to workers) of all … Continue reading

Posted in Africa, Analysis and Opinion, Bangladesh, Demography, Dependency Ratio, Economy, Emerging Markets, Europe, European Union, Germany, Immigration, India, Nigeria, Philippines, Sub-Saharan

On Greece Demographics

Of all major regions of the world, Europe has the most challenging demographics, combining a stagnant population and a rising dependency ratio. But within Europe, five countries have worse demographics than the European average: Germany, Italy, Portugal, Spain and Greece.

Posted in Analysis and Opinion, Demography, Dependency Ratio, Europe, European Union, Greece

The BRIC and I

The growth prospects of Brazil, Russia and China are dimming, while those of India are flaring. If one is a lonely number, then ‘I’ could be a lonely letter, at least when it comes to the ‘I’ of the BRIC countries. … Continue reading

Posted in Analysis and Opinion, Brazil, China, Demography, Dependency Ratio, Economy, Europe, European Union, India, Japan, Russia, United States

Top 10 Populations in 1950, 2013 and 2050

16 December 2014 A useful chart from The Economist relaying the same information that we posted a week ago. Note the absence of European countries from the 2050 list. See also Demography Charts – 1 and Demography Charts – 2  

Posted in Demography, Europe, European Union, Sub-Saharan

European GDP: What Went Wrong

First the two world wars, then a decline in the birth rate. Newspapers these days are full of stories on World War I which started 100 years ago. They are also full of stories on today’s anemic European economy, as for … Continue reading

Posted in Analysis and Opinion, Demography, Dependency Ratio, Economy, Emerging Markets, Europe, European Union, India, Sub-Saharan, United States, US Economy

Euro: Austerity, Breakup or Devaluation?

In a new book, Nomura’s lead currency strategist warns that the Euro is on an unsustainable path. “I wrote this book because I care about Europe”, writes Jens Nordvig in the preface to The Fall of the Euro. European by birth … Continue reading

Posted in Analysis and Opinion, Economy, Euro, Europe, European Union | 1 Comment

Europe: Was (Is) It Worth The Trouble?

No for indexers. Yes for macro trend investors. Maybe (but probably not) for bottom-up stock pickers. European stocks face a unique situation, which is that, outside of the rolling debt crises from Ireland to Iceland to Greece to Spain, their performance … Continue reading

Posted in Airbus, Analysis and Opinion, Asia, Boeing, China, Dependency Ratio, Economy, Emerging Markets, Europe, European Union, Investment, Wall Street

UK Census 2011: Population Rises 7% to 63.2 Million

HENRY TAYLOR writes in the TELEGRAPH: In total the population of the United Kingdom is estimated at 63.2 million, an increase of 4.1 million (nearly 7 per cent) since the 2001 Census, and 21.1 million (50 per cent) since the … Continue reading

Posted in England, Europe, European Union, Scotland, United Kingdom

Bulgaria: Population Decline Continues

Bulgaria’s population has been in decline since 1988.  The country faces a demographic challenge resulting from a high rate of emigration towards other EU countries and from the aging of its remaining population. From QUEST (BULGARIA): The population of Bulgaria has been in … Continue reading

Posted in Bulgaria, Demography, Depopulation, Europe, European Union, Immigration, Retirement