European Economy
The Resilience Recipe: Unpacking Europe’s Decade-Long Growth Champions
An in-depth analysis of the FT’s ranking of Europe’s long-term growth champions, revealing the sectors and strategies driving a decade of success.
Spain’s Tax Showdown: Why a Probe into Private Equity Giant CVC Could Redefine European Finance
A tax fraud probe into PE firm CVC threatens to upend how carried interest and holding companies are treated in Spain, with huge economic implications.
Beyond the 2008 Ghost: Why Europe’s Securitisation Market Deserves a Second Look
The ghost of 2008 still haunts securitisation, but Europe’s market has been rebuilt with robust regulations. Is it time to reconsider this vital tool?
Wizz Air CEO’s Warning: Are EU Aviation Rules Grounding Europe’s Economy?
Wizz Air CEO József Váradi warns that EU aviation rules are creating a “decaying economy,” stifling growth and pushing investment outside the bloc.
Eurostar’s Double-Decker Gambit: A Multi-Billion Euro Bet on Europe’s Economic Future
Eurostar’s landmark order for double-decker trains is a multi-billion Euro bet on Europe’s economic future, signaling a major shift in transport finance.
Beyond the Élysée: Sarkozy’s Conviction and the Real Bottom Line for Global Investors
A former president’s conviction is more than a political drama; it’s a key signal of institutional strength for investors in the French and EU economy.
All Aboard for Growth: The Billion-Dollar Investment Lesson from Italy’s High-Speed Rail Revolution
Italy’s railway liberalization created a thriving duopoly, offering profound lessons in competition, investment, and economics for industries like finance.
A Green Giant Stumbles: Why Vestas’ Polish Pause Signals a Storm for European Wind Energy
Vestas’ halt of a Polish turbine plant reveals a crisis in Europe’s wind sector, hit by inflation, high rates, and flawed policy.
Macron’s Pivot: Why French Businesses Feel Betrayed and What It Means for Global Investors
French businesses feel betrayed by Macron’s pivot away from his pro-business agenda, creating uncertainty for investors and the French economy.
Germany’s Military Dilemma: A Political Standoff with Billions at Stake for the Global Economy
Germany’s debate over military conscription is a high-stakes political battle with major implications for the European economy, defense stocks, and global finance.
Beyond the Douro: Decoding Porto’s Economic Resilience and Investment Potential
Discover why Porto’s “rough magic” is more than charm—it’s a compelling investment thesis based on economic resilience, a booming fintech scene, and value.
Germany’s Military Crossroads: A Political Stalemate with Major Economic Consequences
Germany’s plan to boost its military is stalled by political infighting, creating economic uncertainty and risks for investors in Europe’s largest economy.