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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.”

 

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.”

 

Bloomberg (September 27)

2017/ 09/ 28 by jd in Global News

Shinzo Abe is taking a “momentous gamble.” Nothing less than “Japan’s economic future, and his own political legacy” will depend on the outcome of the October election.

 

Businessweek (September 13)

2017/ 09/ 14 by jd in Global News

“As Putin prepares to run for a fourth term in elections next March, the plight of his working-class base across the Russian heartland is emerging as a top domestic challenge.” There’s little doubt Putin will win, “but the discontent threatens Putin’s popularity as the economy continues to sputter. After the longest recession in his 17-year rule, real incomes have fallen 12 percent over the past three years, sparking protests in areas that provided solid backing for Putin in 2012.”

 

Reuters (August 22)

2017/ 08/ 24 by jd in Global News

Deflation “has hobbled Japan’s economy for nearly two decades, bedevilling policymakers despite drastic measures aimed at engineering a sustainable recovery.” For the sixth time, the Bank of Japan (BoJ) has delayed its 2% inflation target. This time until March 2020. Still, two-thirds of respondents in an August 1-16 Reuters Corporate Survey “saw the inflation goal as unrealistic,” with many of their responses further illustrating the complexities involved in overcoming deflation.

 

Bloomberg (August 14)

2017/ 08/ 16 by jd in Global News

“The last time Japan strung together this many quarters of growth was back in mid-2006…. The yen has fallen, corporate profits have soared and the economy is running above its potential growth rate. Yet inflation remains stubbornly low, despite massive monetary stimulus from the central bank. Economists are watching intently for signs that the tightest labor market in decades is beginning to bring wage gains.”

 

The Economist (August 5)

2017/ 08/ 07 by jd in Global News

“It is odd that North Korea causes so much trouble. It is not exactly a superpower. Its economy is only a fiftieth as big as that of its democratic capitalist cousin, South Korea. Americans spend twice its total GDP on their pets.” And yet everyone is wondering what to do with this rogue. “There are no good options to curb Kim Jong Un.” But a first strike or “blundering into war would be the worst… The world must keep calm and contain Mr Kim.”

 

The Guardian (July 17)

2017/ 07/ 18 by jd in Global News

“Desperate with hope,” many Brits are “drawn to the crescendo of signals that Brexit can’t and won’t happen, to stories that say the sheer impossibility of leaving the EU gets clearer by the day.” The signals are everywhere. “Fall off the EU cliff and put a third of our just-in-time food supply at risk. No flying to the EU, warns Ryanair, as easyJet moves its new HQ to Austria….car sales are down 10%, credit card debt up 10%, wages are falling behind rising inflation.” Yet even as the UK’s economy “sinks, while the EU’s charges ahead,” there is no guarantee that Brexit will ultimately prove reversible.

 

Fortune (June 19)

2017/ 06/ 21 by jd in Global News

Amazon’s all-time high stock price put founder Jeff Bezos ”about $4 billion away from overtaking Gates, who is worth about $90 billion…. Since Bezos net worth is largely tied to his 78.9 million shares of Amazon, becoming the world’s richest person is completely within the realm of possibility. After all, his net worth has already shot up by $19.3 billion in the last six months thanks to strong earnings and growing investor confidence in the economy, sending Amazon’s stock 35% higher since the start of the year.”

 

Reuters (April 27)

2017/ 04/ 28 by jd in Global News

For “the first time since March 2008 the BOJ used the word ‘expansion’ to describe the state of the economy, signaling its conviction that the recovery was gaining momentum.” Still, some “analysts doubt inflation will accelerate as quickly as the BOJ projects, with slow wage growth keeping households from boosting spending.”

 

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