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Washington Post (May 22)

2018/ 05/ 24 by jd in Global News

“The Trump administration is supposed to be negotiating with China. But right now it more often seems to be negotiating with itself. China knows what it wants out of these bilateral negotiations; the White House plainly does not…. In short: Over here on Team USA, it’s been amateur hour.”

 

South China Morning Post (May 21)

2018/ 05/ 23 by jd in Global News

“The direction is clear, and the pace is picking up. For investors around the world, the biggest mistake would be to ignore China’s markets and their enormous potential now.” As China’s capital markets continue opening up, “investors—be they European hedge funds, pension funds in Australia, sovereign wealth funds from Asia, or ordinary savers around the world—will need to look at what might be a once-in-a-generation opportunity.” The June 1 inclusion of 200 of the mainland’s large-cap companies into the MSCI alone might “prompt well over half a trillion US dollars to pour into Chinese stocks in the next five to 10 years, as institutional investors adjust index-linked portfolios to MSCI’s change.”

 

Financial Times (May 20)

2018/ 05/ 22 by jd in Global News

“Today, Hong Kong’s future as a global financial centre looks uncertain as the rival Shanghai Stock Exchange grows in size and credibility…. On the face of it, conditions at the HKEX look fine.” Revenues, profits and new listings were all up in 2017. “Yet Hong Kong was only third when it came to money raised in IPOs. Shanghai and New York were ahead by value, while Shanghai and Shenzhen surpassed the number of Hong Kong listings.”

 

The Drive (May 20)

2018/ 05/ 21 by jd in Global News

Germany “is turning its back on traditionally powered cars and looking towards electric for its future. Data provided by Germany’s Federal Motor Transport Authority…shows a surprisingly sharp upwards trend in EV purchases compared to 2017.” The data also shows diesel sales are “withering” and reveals an unexpected surprise: “Kia’s Soul EV topped the charts by selling 721 units in April, followed by the BMW i3 with 491 cars.”

 

The Economist (May 19)

2018/ 05/ 21 by jd in Global News

Unless European “companies or their governments take the fight all the way to the White House, they have little choice but to abide by the long—and sometimes wrong—arm of American law.” America’s threat of sanctions on companies doing business with Iran impacts major players including Total, Airbus, Peugeot, Renault and SWIFT. Still, it remains to be seen if “there is the stomach for such a battle.”

 

Wall Street Journal (May 17)

2018/ 05/ 20 by jd in Global News

“American women are having children at the lowest rate on record, with the number of babies born in the U.S. last year dropping to a 30-year low…. The figures suggest that a number of women who put off having babies after the 2007-09 recession are forgoing them altogether.” This could spell trouble as America’s aging population is already “creating a funding imbalance that strains the social safety net that supports the elderly.”

 

Institutional Investor (May 17)

2018/ 05/ 19 by jd in Global News

“Having witnessed the Cambridge Analytica-Facebook disaster…. Asset managers are getting behind a new set of voluntary best practices in using data that includes personally identifiable information, or PII.” This January, the Investment Data Standards Organization was launched with members including “data vendors and users, such as hedge funds. It has published a set of standards that it views as a work-in-progress, meant to govern and adapt to the fund industry’s early and exploding use of alternative data.”

 

Popular Mechanics (May 16)

2018/ 05/ 18 by jd in Global News

“Scientists have confirmed that plastic bags litter the very depths of the Earth’s oceans inside the Mariana Trench. The findings highlight a polluted region of the ocean often ignored: the very bottom.” While disturbing, the knowledge could prove a source of hope.  “The better understanding of the damage being down there, the better chance there is of correcting the damage.”

 

LA Times (May 15)

2018/ 05/ 17 by jd in Global News

“There is a lesson for Trump in the North’s sudden change of tune….  Kim remains an unpredictable figure, and it is way too soon for Trump to boast about his succeeding where his predecessors have failed. And don’t rush to make room in the Oval Office for that Nobel Peace Prize.”

 

CNN (May 15)

2018/ 05/ 17 by jd in Global News

“The dream of ‘peace in our time’ in the Middle East died on Monday.”

 

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