On Sweden’s household debt problem

Sweden has been one of the countries to have best weathered the economic crisis. Despite a hiccup in its domestic economy and the extra deflationary impulse from souring loans to the Baltics in 2009, the Swedish economy has been remarkably…

Links: 2013-02-20

Again Sweden is in the news in an article below I want to highlight. As I said yesterday in the links, I do want to talk about Sweden because the economic situation there is interesting. The Swedes are often seen as having the right mix of…

On Apple’s China Strategy

Morgan Stanley had a very good note out earlier today reporting that Apple needs to issue an iPhone mini to capture share in China. This is what I have been advising as the market share margin trade-off is favourable for Apple's bottom…

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