tag:blogger.com,1999:blog-3587064.post2013180344113533406..comments2023-06-19T13:39:00.651+02:00Comments on BONOBO LAND: ZEW Investor Confidence Index December 2007Unknownnoreply@blogger.comBlogger5125tag:blogger.com,1999:blog-3587064.post-34964240267418526812008-02-11T14:02:00.000+01:002008-02-11T14:02:00.000+01:00Estimate,First of all I apologize for my English, ...Estimate,<BR/><BR/>First of all I apologize for my English, my mother tongue is Spanish. My name is Paula Villa, I am in last year's Civil Industrial Engineering at the University of Chile. I am currently investigating how to create an index of investor confidence for investment in Chile, you have already created a methodology and have experience in this. I would like to know as they have to be Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3587064.post-39410192489136450142007-12-12T17:10:00.000+01:002007-12-12T17:10:00.000+01:00"My point was, that with the construction sector n..."My point was, that with the construction sector now down to a sustainable level it won't be the drag this time around."<BR/><BR/>Sorry, my mistake. I thought you were talking about after 1995, not in 2000. Then my original point stands, I think (the one in the post): Germany is now export dependent, competitive or otherwise, and her performance will depend on the performance of her customers, Edward Hughhttps://www.blogger.com/profile/10384039867580949531noreply@blogger.comtag:blogger.com,1999:blog-3587064.post-36116787051872689282007-12-12T12:47:00.000+01:002007-12-12T12:47:00.000+01:00My point was, that with the construction sector no...My point was, that with the construction sector now down to a sustainable level it won't be the drag this time around. In fact, the lingering effects of the cuts in construction subsidies will fade, so construction should be stable.<BR/><BR/>Additionally, Germany has improved its competitivenes. While this is not a shield against everything, it should keep Germany closer to the European average.<Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3587064.post-50632317213234078832007-12-12T09:11:00.000+01:002007-12-12T09:11:00.000+01:00Hi,"It is hard to imagine that the same will happe...Hi,<BR/><BR/>"It is hard to imagine that the same will happen again."<BR/><BR/>Are you sure? The core of the argument that Claus and I are advancing is that this is a more or less permanent shift, away from construction as a driver of growth that is. This is why the German economy has become export dependent. Try the charts<A HREF="http://bonoboathome.blogspot.com/2007/09/Edward Hughhttps://www.blogger.com/profile/10384039867580949531noreply@blogger.comtag:blogger.com,1999:blog-3587064.post-45263530151486975812007-12-11T22:44:00.000+01:002007-12-11T22:44:00.000+01:00Well, in 2000 the German construction sector was o...Well, in 2000 the German construction sector was only half way through its 10 year slump. This was a serious drag at that time. It is hard to imagine that the same will happen again.Anonymousnoreply@blogger.com