Shows
Tomorrow – A podcast by Allianz Research067 | From Cyber Monday to Black Friday: how the retail sector is navigating year-round challenges
The pricing power party is over for retailers. While retail sales are still strong in the US and recovering in Europe, retailers are struggling to preserve profitability. In this episode, we find out why with Head of Corporate Research Ano Kuhanathan.
SHOWNOTES:
• Read the full report "From Cyber Monday to Black Friday: how the retail sector is navigating year-round challenges".
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
2024-12-0210 minTomorrow – A podcast by Allianz Research066 | The geoeconomic playbook of global trade
What could a second Trump term mean for global trade? In this episode, we speak to Head of Corporate Research Ano Kuhanathan and Senior Economist Françoise Huang about how a renewed trade war could affect global supply chains and pave the way for new trade champions.
SHOWNOTES:
• Read the full report "The geoeconomic playbook of global trade": https://t1p.de/1mnrl.
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/.
2024-11-2016 minTomorrow – A podcast by Allianz Research060 | Allianz Trade Global Survey 2024: Protectionism Mithridatism
For the third edition of the Allianz Trade Global Survey, we asked over 3,000 companies in China, France, Germany, Italy, Poland, Spain, the UK and the US about their outlook for global trade in the year ahead.
We found that exporters are more optimistic in 2024 but also more worried about geopolitical risks, shortages of inputs & labor and financing & non-payment risks.
In this episode, we find out more about the results from Senior Economist Françoise Huang and Head of Corporate Research Ano Kuhanathan.
SHOWNOTES:
• Read the full report "Allianz Trade Global Survey 2024: Protectionism Mithridatism": https://t1p.de/grxff
• You can also...
2024-05-2115 min
Histoire de FrancePourquoi c’est devenu cool de faire ses courses chez Action ?
🚀 Arrivée en France il y a dix ans, l’enseigne néerlandaise est vite devenue la préférée des clients français. Quelles sont les clefs de ce succès ? ➡️ Notre explication en vidéo.
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➡️ La France représente un tiers du chiffre d’affaires d’action. Sur les réseaux sociaux, les fans de la marque font l’inventaire des nouveaux arrivages grâce au hashtag Haulaction, offrant au passage à Action de la publicité gratuite. Leurs vidéos font souvent des milliers de vues : on est loin de l’époque où aller faire ses courses dans un magasin discount était gênant...
2024-04-0308 minTomorrow – A podcast by Allianz Research056 | Global Insolvency Outlook: Reality check
After the high-speed and broad-based rebound in 2023, what's the outlook for business insolvencies in 2024? In this episode, we find out from Ano Kuhanathan, Head of Corporate Research, and Maxime Lemerle, Lead Analyst for Insolvency Research.
SHOWNOTES:
• Read the full report "Global Insolvency Outlook: Reality check": https://t1p.de/gzxnd
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/
2024-03-2507 minTomorrow – A podcast by Allianz Research052 | Global construction outlook: Liquidity cracks
The global construction sector is feeling the pressure from high interest rates. In this episode with Ano Kuhanathan, Head of Corporate Research, we learn about the outlook ahead. Read the full report: Global construction outlook: Liquidity cracks. You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research.
Global construction outlook: Liquidity cracks:
https://www.allianz.com/en/economic_research/publications/specials_fmo/2023_11_16-Construction-outlook.html
2023-12-1106 minTomorrow – A podcast by Allianz Research046 | From OPEC to OMEC?
The future will be powered by metals but fenced in with iron curtains. In the first episode of our new season, we look the importance of critical raw materials for the green transition, and what the creation of an Organization of Metal-Exporting Countries (i.e. an “OMEC”) could mean for the global economy. We are joined by Senior Economist Jasmin Groeschl and Ano Kuhanathan, Head of Corporate Research. Read the full report here: Critical raw materials – Is Europe ready to go back to the future? You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with a...
2023-09-1812 minTomorrow – A podcast by Allianz Research043 | Allianz Trade Global Survey 2023: Testing resilience
For the 2023 edition of the Allianz Trade Global Survey, we decided to check the pulse of nearly 3,000 exporters in seven countries: the US, the UK, Germany, France, Italy, Spain and Poland. We dive into the results in this episode with Ana Boata, Head of Economic Research at Allianz Trade, and Ano Kuhanathan, Head of Corporate Research. Read the full report: Allianz Trade Global Survey 2023: Testing resilience. To stay up to date with all our research, you can also subscribe to the Ludonomics newsletter on Substack.
Allianz Trade Global Survey 2023:
https://www.allianz.com/en/economic_research/publications/specials_fmo/global-trade-survey...
2023-06-1311 min
La StoryInflation, l’impact climatiqueMalgré les timides prévisions qui voient la hausse des prix décélérer et alors que Bercy se félicite d'avoir convaincu les professionnels de l'agroalimentaire et les distributeurs de rouvrir les négociations, l’inflation reste élevée et pourrait s’installer dans la durée. Dans « La Story », le podcast d’actualité des « Echos », Pierrick Fay et ses invités décryptent la conjoncture.La Story est un podcast des « Echos » présenté par Pierrick Fay. Cet épisode a été enregistré en mai 2023. Rédaction en chef : Clémence Lemaistre. Invités : Richard Hiault (grand reporter au service I...
2023-05-1725 minTomorrow – A podcast by Allianz Research037 | The “five Ds” of structurally higher inflation
Over the last decades, and especially since the global financial crisis, structural factors have held down inflation. But now that trend is reversing.
In this episode, we learn about the "five Ds" of structurally higher inflation - demographics, decarbonization, deglobalization, digitalization and debt - with Andreas Jobst, Head of Macroeconomic and Capital Markets Research at Allianz, and Ano Kuhanathan, Head of Corporate Research at Allianz Trade.
• Read the full report "The 'five Ds' of structurally higher inflation": https://t1p.de/bnug2
• You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our late...
2023-03-1320 min
Points de vueRetraites, couple franco-allemand, inflation: toute l’actualité dans Points de VueMacron va-t-il garder le cap ? Le couple franco-allemand est-il vraiment nécessaire ? Les pauvres vont-ils payer le lourd tribut de l’inflation ?: on décrypte l’actualité avec Guillaume Roquette, Jean-Loup Bonnamy et Ano KuhanathanHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
2023-01-2047 min
L'Invité de la MatinaleAno Kuhanathan : "Les salaires ne suivront pas l'inflation en 2022 et en 2023"Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
2023-01-1714 minTomorrow – A podcast by Allianz Research032 | What does the end of low interest rates mean for companies?
Rising interest rates are a big shock for companies, but some sectors are more exposed than others. In this episode, we speak with Ana Boata, Head of Economic Research at Allianz Trade, and Ano Kuhanathan, Head of Corporate Research, to find out what the end of zeronomics means for companies.
SHOWNOTES:
• Read the full report: "Double trouble? Inflation means less cash and more debt for companies": https://t1p.de/3l7gv
• You can also subscribe to the Ludonomics newsletter on LinkedIn to stay up to date with all our latest research: https://t1p.de/1ake
2022-10-2412 minTomorrow – A podcast by Allianz Research026 | How will exporters adapt to troubled trade in 2022?
In our Allianz Trade Global Survey 2022, we decided to check the pulse of exporters in the US, China, the UK, France, Italy and Germany. Two surveys were carried out – one before the start of the invasion of Ukraine and one after, involving nearly 3,000 corporates.
In this episode, we dive into the results with Ano Kuhanathan, Head of Corporate Research, and Françoise Huang, Senior Economist for APAC and Trade, at Allianz Trade.
SHOWNOTES:
• Read the full report "Allianz Trade Global Survey 2022": https://t1p.de/prnu
• To stay up to date with our latest publications, subscribe to the Ludonomics newsletter on Link...
2022-05-0917 minTomorrow – A podcast by Allianz Research024 | What do higher energy prices mean for households and companies?
With energy prices surging in Europe, households and companies are feeling the pinch. In this episode, we speak with Ana Boata, Head of Economic Research at Allianz Trade, and Ano Kuhanathan, Head of Corporate Research, to find out how long higher energy prices could last, and which countries and sectors could be hit the hardest.
SHOWNOTES:
• Read the full report "The (energy) price of war for European households": https://t1p.de/kqsaw
• Read the full report "Russian dolls: unwrapping corporate (commodity) dependencies": https://t1p.de/gp4n6
• To stay up to date with our latest publications, subscribe to the Lu...
2022-04-1213 minTomorrow – A podcast by Allianz Research021 | Will inflation spark a wage-price spiral in 2022?
Record-high inflation is turning up the heat on central banks, but could a wage-price spiral make things worse? In this episode, we find out which countries and sectors are most at risk with Senior Economist Selin Ozyurt and Sector Advisor Ano Kuhanathan.
SHOWNOTES:
• Read the full report "Frying pan to fire: Will inflation spark a wage-price spiral in 2022?": https://t1p.de/0uc5
• To stay up to date with our latest publications, subscribe to the Ludonomics newsletter on LinkedIn: https://t1p.de/1ake
2022-02-2819 min
Interdire d'Interdire#275 – Pour ou contre l'inflation ?Enregistré le 15 Novembre 2021 Frédéric Taddeï reçoit Olivier Berruyer, actuaire, Nathalie Janson, professeur d’économie et de finance, Ano Kuhanathan, économiste de marché et Jacques Rigaudiat, économiste. Frédéric Taddeï reçoit : Olivier Berruyer, actuaire, fondateur du média Elucid Nathalie Janson, professeur d’économie et de finance Ano Kuhanathan, économiste de marché, data-scientist et enseignant Jacques Rigaudiat, économiste. Source : https://bit.ly/46l17Aw
2021-11-1552 min