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October 2017
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New York Times (October 30)

2017/ 10/ 31 by jd in Global News

“Alarming new evidence” indicates “that insect populations worldwide are in rapid decline.” We need to take the “proven steps” that can slow the decline even as we look for ways to reverse it. “The fate of the world’s insects is inseparable from our own.”


Institutional Investor (October Issue)

2017/ 10/ 30 by jd in Global News

“Japan’s back, baby! No, you’re not hallucinating…. The world’s third-largest economy may finally have put its deflationary past behind…. Gross domestic product expanded for six straight quarters through June, momentum not seen in more than a decade, and private consumption, which accounts for two thirds of GDP, rose nearly 1 percent in the second quarter.”


The Economist (October 28)

2017/ 10/ 29 by jd in Global News

Unlike Theresa May’s losing gamble, Shinzo Abe’s snap election “paid off handsomely.” The result of the gutsy move was hardly certain. “Rarely has such an unpopular leader won a free and fair election so lopsidedly. Only about one-third of Japanese people approve of Shinzo Abe” while “a whopping 51% disapprove. Yet on October 22nd his Liberal Democratic Party and its coalition partner kept its two-thirds majority in the lower house.” For this unusual outcome, he owes the opposition, which “imploded,” a debt of gratitude.


Washington Post (October 26)

2017/ 10/ 28 by jd in Global News

“While we obsess over Trump, China is making history.”


Newsweek (October 25)

2017/ 10/ 27 by jd in Global News

“The power of a U.S. passport has plummeted under President Donald Trump. American passports have now fallen behind those of 18 countries in terms of global mobility—a staggering collapse…. In 2015, the United States tied for first place with the United Kingdom on the list; last year, it slipped to fourth place. Americans now trails 18 countries, including Belgium, Japan, Sweden and first-place Singapore.” Japan tied for fourth place behind Singapore, Germany, Sweden and South Korea.


The Straits Times (October 24)

2017/ 10/ 26 by jd in Global News

“It will almost certainly turn out that Britain was more powerful—with more sovereignty—when it was part of a large organisation with international clout.” Following Brexit, the UK will likely be isolated, “with far fewer allies. British consumers, workers and entrepreneurs will pay the price.” But the UK’s fall should provide the rest of the world with a valuable lesson. “The sight of Britain’s sudden banishment to a world where you are better off dealing with cousins will be a useful tonic for everybody else.”


The Guardian (October 23)

2017/ 10/ 25 by jd in Global News

“Weak, depressed and despondent” describes the government benches as Prime Minister Theresa May made her “now-ritual update” to the Commons “on the continued lack of progress in the Brexit negotiations.” The update has “become as painful for the Conservative party as it has for the prime minister.” That said, it should be noted that some “deranged Brexiters” found a chance to roar “their approval at Britain becoming worse off than Mongolia and Mauritania.”


Forbes (October 23)

2017/ 10/ 25 by jd in Global News

“To foreign businesses seeking to stake out a spot in industries that will power China’s bold new future, Xi’s roadmap is far from reassuring: It entails a protectionist bent that will reduce their market share in the world’s second largest economy—an issue that risks driving a wedge between Beijing and Washington in Xi’s second five-year term, analysts warn.”


Wall Street Journal (October 22)

2017/ 10/ 24 by jd in Global News

“Japanese Prime Minister Shinzo Abe won his third consecutive landslide victory on Sunday. That doesn’t mean voters are enamored of the man who is on track to become Japan’s longest-serving leader. Local commentators attribute his victory to TINA, short for ‘there is no alternative,’ and they have a point.”


IPE Real Assets (October Issue)

2017/ 10/ 23 by jd in Global News

With the uncertainty of Brexit, “REITs have been trading at discounts to net asset value (NAV) of around 15% to 25%.” Faced with scant opportunities, some are electing to return money to unitholders through buybacks or special dividends. But there is clearly a “disconnect between sentiment in the public markets and private markets.” As REITs encounter “limited opportunities in the office space, institutional investors, particularly global investors, have made many high-profile acquisitions.” This includes “the UK’s largest-ever office deal…in July when Hong Kong’s Infinitus Property Investment bought the iconic ‘Walkie Talkie’ building at 20 Fenchurch Street for £1.28bn.”


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