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Showing episodes and shows of
Aurelien Duthoit
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Tomorrow – A podcast by Allianz Research
029 | Could the war in Ukraine spark a global food crisis?
Global food prices have surged by 56% as the war in Ukraine disrupts supplies of wheat, corn and sunflower oil. This could put millions of people at risk of food insecurity, amplifying the risk of social unrest in several emerging markets. We find out more in this episode with Patricia Pelayo Romero, Expert in insurance and Senior Sector Advisor Aurélien Duthoit. SHOWNOTES: • Read the full reports: "European food inflation - and the loser is the consumer": https://t1p.de/4yp35 and "Eleven countries at high risk of a food crisis": https://t1p.de/jfj9y • To stay up to da...
2022-06-21
12 min
Tomorrow – A podcast by Allianz Research
008 | Is semiconductor autonomy on the cards for China and the Eurozone?
In recent months, a global shortage of semiconductors has highlighted how dependent several industries have become on this single component, prompting both China and Europe to announce ambitious plans to achieve semiconductor autonomy. In this episode, Senior Sector Advisor Aurélien Duthoit explains why this may not be the most effective strategy. SHOWNOTES: • Read the full report "China: Riding the silicon ox": https://t1p.de/hf4z • Read the full report "Semiconductors realpolitik: A reality check for Europe": https://t1p.de/vpxl • To stay up to date with our latest publications, subscribe to the Ludonomics newsletter on LinkedIn: https...
2021-07-20
13 min