The Banking and Strategy Initiative

The Post-crisis World Map

What Global Financial markets know and perceive? Those who follow us and the global markets know that the situation in Europe is much farther away from the crisis than it ever was yet it has degrowth of GDP written all over it. It was -0.1% in the latest quarter when even France has posted a 0.1% quarterly uptick in GDP. The year on year contraction will probably perform worse than the 0.4% this September and is likely however to remain below 1% and unlikely to cascade further despite growth being negative for the next 10 years. India as European trade partner is the only nation to forego opportunities and the orld at large has suffered from the double digit value contraction in European trade incuding the positive European exports in Capital Goods that have contracted by nearly 33% including in Germany and are not showing any signs of abating despite China trying to purchase local manufactureers and industry leader Caterpillar posting highest ever revenues. Global retail and consumption chains like Coke McDonalds and Starbucks are leading a fightback not just in emerging markets but in the Europe and US as well. Asian economies like Korea and Singapore look to come back with or without business from big brother China or old partner in the USA and US self sufficiency in Energy is likely to mean a redrawing of trade lines on the global map saved by growing thickening of such trade lines in Middle East and Africa even as Latin American nations from Venezuela and Argentina to big bad Brazil try to recover from whipsaws of growth and estopped resource production and trade What we have achieved till now? The following pages have the latest reverbrations from around the world on Global Banks, Retail lifestyle businesses and the strategy impact of each such event of almost daily frequency from Economic data to business results and new launches or M&A deals around the world.