The COVID-19 Diaries – Day 18 – The ‚unknown‘ awaits emerging markets

The COVID-19 pandemic has yet to hit most emerging market economies to the extent it has affected the European Union and the United States.     

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The COVID-19 Diaries – Day 16 – Peer to peer lending or peer to peer default

  Risk by default has a negative connotation in professional language. Oxford defines the noun risk as the following. “The possibility of something bad happening at some time in the future; a situation that could be dangerous or have a bad result.” However, every coin has two sides and hardly anybody sheds light on the […]

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The COVID-19 Diaries – Day 11 – Black Mirror – Live Experience

Markets In a blink of an eye, the fight against the coronavirus pandemic’s social and economic consequences has significantly intensified. Whereas governments and the private sector are initiating strict social-distancing rules to stop the spread of the virus, the economic damage is already significant and could be even more bearish.

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The COVID-19 Diaries – Day 10 – The German KfW Programme

In time of a crisis, countries may rely on the support of supranational entities such as the ECB. However, leading economies like Germany has the financial means to commit funds to its nation. The backbone of each country is its domestic market and Germany is on the track to strengthen. The below may serve as […]

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The COVID Diaries – Day 9 – „Like many other industries, insurance will be affected by COVID-19, but to what degree?“

The current COVID-19 situation is likely to squeeze the already not perfect American and European Health systems to its worst not only impacting hospitals and their workers but most importantly insurance companies and their premiums. The insurance industry as a whole is an almost $5 trillion global industry. 

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The COVID-19 Diaries – Day 8 – When the Fintech community came together to fight

If you ask a person who grew up in the ‘80s or ‘90s watching the Jordan led Bulls raking up Championships on top of Championships, who is the best ball player of all time, the answer will be evident. Jordan retired in 2003, the same year LeBron James was drafted to the NBA as a […]

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Covid-19 diaries, Week 1: “Never look back, darling. It distracts from the now.” The Incredibles (2004)

Before this pandemic I was casually chatting with clients and partners on what may happen to interrupt the growth cycle of the last ca. 12 years: Trump’s impeachment, China / US trade war, Brexit ripples to mainland Europe, Germany auto industry slowing down, Russia / Turkey conflict etc. None of the discussions (obviously) run on […]

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The COVID-19 Diaries – Day 2 – “A bank (is) was a place that would lend you money if you can prove that you don’t need it” (Bob Hope)

  Primary responsibility of banks is to provide liquidity and financing to households and companies via acting as an intermediary between lenders and borrowers. The above statement applies in a business as usual scenario. However, today is far afield from business as usual.

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CEE market Series with focus on the NPE landscape – Romania

Romania has always been a CEE hotbet for non-performing loan transactions since the early 2010s. Through the past 5 years, approximately one third of the gross book value brought to market was originated from Romania. Historically, the driving forces behind one of the largest transactions in the CEE were the favorable regulatory regime, the well-established […]

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