Jan Vergote is onafhankelijk financieel consultant en analist.
Investing in the US or in Asia?
Wie instapte na de aankondiging van de Amerikaanse importheffingen (2 april), behaalde bijna 30 procent. Hoe moet het nu verder en waar te beleggen?
ANA or active non-alignment
Some countries are adopting a position of active non-alignment (ANA). What exactly does this mean, what are the economic consequences, and how are some ASEAN and BRICS countries putting it into practice?
The dollar: a currency of contradictory views—time for an update
Some analysts are talking about the end of dollar dominance. They primarily point to the erosion of international trust among trade partners and the high debt levels of the United States. A weakening appears to be on the horizon, they write.
Decoding Xi’s ‘Chinese Dream’
China, poised to reclaim its title of a superior civilization, faces scrutiny from fund managers over structural imbalances, demographic challenges, geopolitical risks, and the leadership style of President Xi Jinping. Let’s delve into these concerns.
Jan Vergote: central bankers and inflation... quo vadis?
In the last month, we have seen a sharp recovery in the stock market that most analysts (including myself) found surprising. Let us briefly go over the reasons for this boom. We see a number of them.