Newsletter Archive


The Indian economy will be the fastest growing this year and could eventually be the salvation for both the commodity market and Norway.

In 1990, India was richer than China. Today, however, GDP per capita is five times higher in China.

However, India is leading in some areas. The country has a higher fertility rate, and is expected to take over the title as the world’s most populous nation in 2028. 

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The development in the oil price over time reflects the tug of war between human ingenuity and an increasingly challenging geology.

Raw materials can be divided into two groups - food and all other resources, such as crude oil and copper.

Food is a classic example of a renewable resource. Constantly improving technology has in the past century led to a systematic decline in the inflation-adjusted food prices.

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The refugee crisis is now turning upside down on the demographic map of Europe. This will create opportunities in several industries including property.

The German population reached a peak of 82.5 million around year 2000 and then entered into a long term decline. The fall was driven by low fertility and was expected to last until the sun goes out.

The population growth in Germany excluding immigration is at minus 0.3 percent per year. 

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2015 has started well for brokers of commercial property. The trading volume is up around 50 percent in the first half of the year in Scandinavia compared to the same period last year.

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Stocks and currencies in emerging markets have been hammered this summer. The same applies for the commodity market. The past week Wall Street has also gotten caught in the downdraught.

The Chinese summer has been scorching hot, and has offered a stock market crash and poor macroeconomic figures. Recently, the rigid fixed exchange regime has also been softened up, which has resulted in a drop in the currency of a few percent. Many fear that this is just the beginning.

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