David Skilling
David Skilling says the spillovers from China’s growth model will create stresses across the global economy, with economic and geopolitical implications
9th Mar 24, 9:29am
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David Skilling says the spillovers from China’s growth model will create stresses across the global economy, with economic and geopolitical implications
Four years on from the arrival of the pandemic, 2024 may be the first post-Covid year in which economies are operating in a (new) normal environment
28th Jan 24, 10:42am
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Four years on from the arrival of the pandemic, 2024 may be the first post-Covid year in which economies are operating in a (new) normal environment
David Skilling has some thoughts on wild cards and risks not to worry too much about in what is likely to be another year of economic & political turbulence ahead
17th Dec 23, 7:30am
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David Skilling has some thoughts on wild cards and risks not to worry too much about in what is likely to be another year of economic & political turbulence ahead
China’s new (old) mercantilist growth model will lead to economic and geopolitical pressures around the world. War by other means, says David Skilling
18th Nov 23, 10:12am
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China’s new (old) mercantilist growth model will lead to economic and geopolitical pressures around the world. War by other means, says David Skilling
Tight labour markets across the global economy will intensify – with implications from wages & inflation to geopolitics & global economic geography, says David Skilling
4th Nov 23, 9:30am
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Tight labour markets across the global economy will intensify – with implications from wages & inflation to geopolitics & global economic geography, says David Skilling
The Covid-19 pandemic and other recent global disruptions have heightened awareness of New Zealand's exposure to them. So in an uncertain world, how well prepared are we for future shocks?
28th Oct 23, 8:30am
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The Covid-19 pandemic and other recent global disruptions have heightened awareness of New Zealand's exposure to them. So in an uncertain world, how well prepared are we for future shocks?
David Skilling says he came away from two weeks in Asia with a more upbeat assessment of Asia's economic outlook, but with reinforced concerns about Asia’s geopolitical risk profile
21st Oct 23, 10:32am
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David Skilling says he came away from two weeks in Asia with a more upbeat assessment of Asia's economic outlook, but with reinforced concerns about Asia’s geopolitical risk profile
In his global briefing, David Skilling discusses geopolitics & China’s recovery, the end of Prigozhin, 10-year rates, BRICS+, and small economies & slowing trade
26th Aug 23, 9:18am
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In his global briefing, David Skilling discusses geopolitics & China’s recovery, the end of Prigozhin, 10-year rates, BRICS+, and small economies & slowing trade
From Maersk to China, David Skilling says there are signs of changing patterns of global trade flows – but externally oriented growth models still work
12th Aug 23, 9:56am
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From Maersk to China, David Skilling says there are signs of changing patterns of global trade flows – but externally oriented growth models still work
In his global briefing, David Skilling discusses how China is hitting back, reshaped FDI flows, constrained Russia, disinflation, and how the PIGS are flying again
8th Jul 23, 10:11am
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In his global briefing, David Skilling discusses how China is hitting back, reshaped FDI flows, constrained Russia, disinflation, and how the PIGS are flying again
David Skilling observes that disruptive change in the global environment is placing stress on growth models in Europe & beyond, requiring rapid policy responses
10th Jun 23, 9:30am
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David Skilling observes that disruptive change in the global environment is placing stress on growth models in Europe & beyond, requiring rapid policy responses
Economic & geopolitical factors are rapidly reshaping globalisation says David Skilling, creating substantial new challenges as well as growth opportunities
15th Apr 23, 9:30am
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Economic & geopolitical factors are rapidly reshaping globalisation says David Skilling, creating substantial new challenges as well as growth opportunities
After decades of expansion, David Skilling points out the global labour force will contract as demographics turn & frictions on global flows strengthen
1st Apr 23, 9:37am
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After decades of expansion, David Skilling points out the global labour force will contract as demographics turn & frictions on global flows strengthen
David Skilling is watching how central banks deal with the banking pressures, Chinese decoupling, Brexit's unexpected twists, global supply chain healing, and Israel's wobbles
20th Mar 23, 11:07am
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David Skilling is watching how central banks deal with the banking pressures, Chinese decoupling, Brexit's unexpected twists, global supply chain healing, and Israel's wobbles
David Skilling is watching Russia’s new economic friends / China’s economic statecraft / Adults back in the room / Sabotage in the North Sea? / and Hong Kong
4th Mar 23, 10:07am
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David Skilling is watching Russia’s new economic friends / China’s economic statecraft / Adults back in the room / Sabotage in the North Sea? / and Hong Kong
Productivity Commission to probe NZ's supply chain resilience at the same time the Ministry of Transport develops national supply chain strategy
28th Feb 23, 11:00am
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Productivity Commission to probe NZ's supply chain resilience at the same time the Ministry of Transport develops national supply chain strategy
The West has been coherent in response to Russia, but fault lines are emerging between the US & other Western-oriented countries. 2022 may be peak West
12th Nov 22, 8:47am
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The West has been coherent in response to Russia, but fault lines are emerging between the US & other Western-oriented countries. 2022 may be peak West
The experiences of small economy hubs – from Dubai to Ireland, Hong Kong, Singapore, & Switzerland – highlight the impact of a changing global economy
29th Oct 22, 9:44am
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The experiences of small economy hubs – from Dubai to Ireland, Hong Kong, Singapore, & Switzerland – highlight the impact of a changing global economy
Economic & political risks are rising around the world. But governments, firms, & investors should be looking to new opportunities as well as managing risks, says David Skilling
27th Aug 22, 10:10am
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Economic & political risks are rising around the world. But governments, firms, & investors should be looking to new opportunities as well as managing risks, says David Skilling
David Skilling's recent travels home to New Zealand and to Singapore from his base in the Netherlands highlighted more similarities (concerns on geopolitics, inflation) than differences between Asia & Europe
21st Aug 22, 6:00am
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David Skilling's recent travels home to New Zealand and to Singapore from his base in the Netherlands highlighted more similarities (concerns on geopolitics, inflation) than differences between Asia & Europe
Economic & political volatility is rising as a new global regime emerges. Firms & governments need to position for sustained turbulence
5th Jun 22, 1:21pm
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Economic & political volatility is rising as a new global regime emerges. Firms & governments need to position for sustained turbulence
The economic and political aftershocks from Russia’s invasion continued this week, from Europe to Asia. Deep structural change is underway
15th May 22, 6:00am
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The economic and political aftershocks from Russia’s invasion continued this week, from Europe to Asia. Deep structural change is underway
Technology leadership is not enough to control the commanding heights of the global economy; physical flows (energy, commodities, goods) are also central
24th Apr 22, 8:30am
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Technology leadership is not enough to control the commanding heights of the global economy; physical flows (energy, commodities, goods) are also central
The sanctions imposed on Russia, and stakeholder pressure on firms, suggest that values will increasingly shape global economic relations
10th Apr 22, 9:25am
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The sanctions imposed on Russia, and stakeholder pressure on firms, suggest that values will increasingly shape global economic relations
Countries are being forced to make hard choices as the global system fragments, observes David Skilling. Small states are at the sharp end of this
3rd Apr 22, 7:00am
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Countries are being forced to make hard choices as the global system fragments, observes David Skilling. Small states are at the sharp end of this