Barrons (August 27)
“It has been a rough year for investors in China, especially those who forgot that it’s still a Communist nation.” Investors are fleeing in the wake of “some surprising, and very anticapitalist, moves.” The Chinese market has fallen by “20% in the past six months, while some of its biggest names have dropped more than 40%. Has China become uninvestible? No—but it has gotten a lot more complicated.”
Tags: Anticapitalist, China, Communist, Complicated, Investors, Market, Plummeting, Stocks, Surprising, Uninvestible
Institutional Investor (August 23)
“With an influx of cash from nontraditional investors, average late-stage valuations could hit $1 billion this year, according to PitchBook,” which attributed the surge in “valuation growth to a positive economic outlook and cash influx from nontraditional investors, including mutual funds, hedge funds, sovereign wealth funds, and corporate venture capitalists.”
Tags: $1 billion, Cash, Economic outlook, Hedge funds, Influx, Investors, Late-stage valuations, Mutual funds, Nontraditional, PitchBook, Sovereign wealth funds, Surge, VC
New York Times (July 20)
“One reason U.S. investors are nervous is the price of oil, which dropped nearly 8 percent on Monday. Rising oil prices had been seen as a sign of a strong global rebound. The sharp decline…suggests that the global demand for oil, and therefore economic activity, could be lower than thought.”
Tags: Decline, Dropped, Economic activity, Global demand, Investors, Nervous, Oil prices, Rebound, Rising, U.S.
Wall Street Journal (July 19)
“As China’s factory-gate prices soared this year, investors worried the country would become a new source of inflation for the rest of the world. Instead, the world’s second-largest economy has helped alleviate some price pressures caused by the pandemic.” Many Chinese factories have been “absorbing higher costs for raw materials like copper and iron ore themselves.” It appears this will continue “at least for a while.”
Tags: Absorbing, Alleviate, Copper, Factories, https://www.wsj.com/articles/how-china-is-helping-to-damp-global-inflation-11626616802?cx_testId=200&cx_testVariant=cx_10&cx_artPos=5#cxrecs_s China, Inflation, Investors, Pandemic, Price pressures, Prices, Raw materials, Worried
MarketWatch (July 13)
“U.S. stock indexes on Tuesday morning edged slightly lower from Monday’s record closes, as investors assessed a hotter-than-expected consumer inflation report for June, which suggests to some that the Federal Reserve may need to consider removing some of its monetary policy measures to avoid an overheated post-COVID economy.”
Tags: Consumer inflation, Economy, Fed, Investors, June, Monetary policy, Overheated, Post-Covid, Record closes, Stock, U.S.
Bloomberg (June 25)
“The prospect of investing in massive U.S. government projects—say, by leasing an airport and reaping revenue for decades—has tantalized Wall Street” for years. Finally, it seems their “big wish” has been granted by Biden’s Infrastructure Deal. “The size of the potential capital infusion from private investors… wasn’t announced. But the reference to asset recycling and public-private partnerships… is a start.”
Tags: Airport, Asset recycling, Biden, Capital infusion, Government projects, Infrastructure Deal, Investors, Leasing, Public-private partnerships, Revenue, Tantalized, U.S., Wall Street
Wall Street Journal (June 4)
“Investors have piled into new carbon-credit-trading funds, helping make the upstart market one of the best-performing commodities-related investments of the past year.” In Europe, the trading price for carbon credits “has jumped 135% over the past 12 months and recently hit a series of records as economic activity rebounded from pandemic lockdowns. Only lumber, driven higher by the housing boom, has proved a better commodities investment.”
Tags: Best-performing, Carbon credits, Commodities, Europe, Funds, Housing boom, Investments, Investors, Lockdowns, Lumber, Market, Pandemic, Rebounded, Records, Trading, Upstart
SeekingAlpha (May 30)
“It’s dawning on many investors that our post-Covid financial problems may not be as easily solved as Washington claims. The latest clue that trouble is brewing has come from the sudden and dramatic arrival of inflation. On May 12, it was revealed that the Consumer Price Index… had risen 4.2% year-over-year, the fastest pace since 2008.”
Tags: 4.2%, Brewing, CPI, Fastest, Financial problems, Inflation, Investors, Post-Covid, Solved, Trouble
Washington Post (May 20)
“Cryptocurrency investors woke up to grim news Wednesday: A brutal sell-off sent prices crashing across the board, wiping more than half a trillion dollars off the market.” It’s unclear if or when the dramatic turnaround will end. The cryptocurrency market “has roared since the coronavirus pandemic first gripped the world,” with “hordes of new investors…drawn by the allure of sudden price spikes and life-changing winnings.”
Tags: Allure, Brutal, Coronavirus, Crashing, Cryptocurrency, Investors, Life-changing, Pandemic, Price spikes, Sell-off, Winnings
Financial Times (April 19)
“India’s currency has swung from emerging market leader to laggard as the country battles a ferocious wave of coronavirus infections, prompting concerns among global investors that a nascent economic recovery will crumble.” During Q1, the rupee was “the only emerging market currency to gain ground on the dollar.” Since April, it has plummeted 3%, “the worst performance” of its peers.
Tags: Coronavirus, Currency, Dollar, Economic recovery, Emerging market, Ferocious, India, Infections, Investors, Laggard, Leader, Nascent, Rupee, Worst
