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Markets Insider (January 17)

2024/ 01/ 19 by jd in Global News

“The US and European Union are seeing large stockpiles of solar panels after soaring manufacturing capacity fueled a substantial oversupply.” At year end, “an estimated 45 gigawatts of modules in the US and 90 gigawatts in the EU had piled up, nearly twice the forecast installations for 2024.” The glut is leading to “even lower prices” and “fierce competition between manufacturers,” with “less efficient manufacturers… bound to lose out, as overcapacity and low module prices add to financial challenges.”

 

Bloomberg (January 11)

2024/ 01/ 12 by jd in Global News

“Years of harrowing losses have left Chinese stocks with a diminished standing in global portfolios.” The trend is “likely to accelerate as some of the world’s biggest funds distance themselves from the risk-ridden market.” Furthermore, what began “as a performance-driven exodus now risks becoming a structural shift due to a toxic combination of doubts over Beijing’s long-term economic agenda, a prolonged property crisis and strategic competition with the US.”

 

Institutional Investor (December 1)

2023/ 12/ 03 by jd in Global News

“Competition to manage middle eastern sovereign wealth has become fierce.” Five of the top ten sovereign wealth funds (by assets under management} “are based in the Middle East” with “roughly $2.92 trillion in assets.” Given “bleak fundraising prospects in the U.S. and Europe, managers are tripping over themselves to reach sovereign wealth funds” in the Middle East.

 

WARC (July 24)

2023/ 07/ 24 by jd in Global News

“Around the world, AI is developing and it is quickly reaching a point where it is speeding up human work to the point of replacing humans. This is a point in time for brands and agencies to really think about the technology and work out what ethical, responsible uses look like.” The rise of virtual influencers in China marks “one of the first instances of true competition between humans and machines for work and will be an important test case for the technology and the labour questions it raises.”

 

Institutional Investor (May 31)

2023/ 06/ 01 by jd in Global News

Last December, “the SEC proposed a set of trading reforms detailing significant changes on vital features such as tick size, the access fee cap, and competition for retail orders.” NASDAQ broadly supports the moves, but worries that “they may not accomplish what the SEC is trying to accomplish” or lead to “unintended consequences that harm liquidity.” Instead, NASDAQ and others believe the SEC “should sequence the proposals rather than do them simultaneously and pause periodically to assess the impacts and determine whether additional reforms are warranted.”

 

Wall Street Journal (March 2)

2023/ 03/ 03 by jd in Global News

With “the rapidly advancing nuclear capabilities of all four of America’s nuclear-capable rivals—Russia, Iran, North Korea and China,” it is time to reevaluate nuclear strategy. “Instead of pursuing 1990s-era fantasies about reducing the role of nuclear weapons, Washington needs to understand that… it is entering a long-term strategic-arms competition.” The U.S. must “strengthen its strategic forces to provide an adequate deterrent for itself and the more than 30 formal treaty allies that rely on U.S. nuclear weapons for their security.”

 

Chicago Tribune (July 19)

2021/ 07/ 20 by jd in Global News

“When the race for coronavirus vaccines started, health officials knew the competition between rich and poor countries would be lopsided. But few expected poor countries to be at the mercy of donations from the rich, or that the inequity would be bad for so long. Poor countries have vaccinated 1% of their population, compared with 55% in the U.S. and about 25% globally.”

 

San Francisco Chronicle (May 16)

2021/ 05/ 16 by jd in Global News

“Pandemic or not, restaurants can’t find rental space.” The real estate landscape is “nearly as heated as pre-pandemic levels.” One would expect “tons of options on the market at reasonable rates, but there are few deals—and competition for what’s available is intense…. Landlords, meanwhile, are hesitant to offer discounts because they’ve lacked income over the pandemic themselves.”

 

New York Times (January 27)

2021/ 01/ 28 by jd in Global News

“For months now, wealthy countries have been clearing the world’s shelves of coronavirus vaccines, leaving poorer nations with little hope of exiting the pandemic in 2021. But a fresh skirmish this week has pitted the rich against the rich — Britain versus the European Union — in the scramble for vials, opening a new and unabashedly nationalist competition that could poison relations and set back collective efforts to end the pandemic.”

 

Financial Times (March 26)

2019/ 03/ 27 by jd in Global News

“Ten years ago, you knew where you stood with your energy suppliers. Oil companies sold road fuel, while utilities supplied electricity and gas. Today those lines of demarcation are blurring: utilities can fill up your car and oil companies want to keep your lights on.” This will make for a “period of intensified competition and instability, as companies that were previously able largely to forget about each other are now forced to battle for dominance.”

 

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