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Germany – A change of strategy for a new geopolitical power
For nearly thirty years, Germany prioritised economic prosperity over a genuine geopolitical strategy. Its model rested on three pillars: American protection, Russian energy and Chinese markets. In a stable international environment, this framework enabled Germany to exert its influence primarily through the economy, whilst maintaining a doctrine of military restraint. However, recent geopolitical...
German industry – Facing China: a model under pressure
After two decades of relative prosperity, Germany’s strategy based on free trade and its integration into international value chains is facing growing geo-economic fragmentation, Sino-American rivalry, the race for low-carbon technologies and the energy transition in industry. This new landscape has altered the factors determining Germany’s industrial competitiveness in the face of an increasingly...
Residential real estate – Will demographic aging alleviate the housing shortage in Germany?
On September 20, 2026, Die Linke won the regional election in Berlin, a first for the radical left-wing party in the capital. The housing crisis was at the heart of Die Linke’s campaign, and this victory reflects Berliners’ frustration with skyrocketing rents and difficulties in accessing housing. The German housing market is indeed facing significant cyclical and structural constraints, which today...
Insight – From revival to rebuilding
At the turn of the 2000s, Germany was regarded as the ‘sick man’ of the euro area. Facing high unemployment rates, sluggish growth and public finances weakened by the cost of reunification, the country seemed destined for a slow relative decline. Yet, within a decade, it managed to reinvent itself to become Europe’s main economic driving force.
Paris Blockchain Week Celebrates Weaponized Regulation
Paris Blockchain Week highlighted the strategy adopted by global leaders in the crypto-asset sector, who are using regulation as a tool to shape and control the European digital market. This approach favors players with significant resources, thereby creating a de facto regulatory oligopoly.
Artificial intelligence: promise, speculation and financial fragility
For several years now, financial markets have been riding a wave of unprecedented technological optimism driven by artificial intelligence (AI). Promises of productivity gains and novel business models have driven stock valuations to record highs, hinting at the formation of a financial bubble. This self-sustaining momentum heightens the risk of a sudden bubble burst, potentially triggering sharp market...