The Economist (November 2)
“Even as wars rage and the geopolitical climate darkens, the world economy has been an irrepressible source of cheer…. Unfortunately, however, this good cheer cannot last. The foundations for today’s growth look unstable. Peer ahead, and threats abound.”
Tags: Climate, Foundations, Geopolitical, Growth, Irrepressible, Threats, Unstable, Wars, World economy
Institutional Investor (October 20)
“Out of 770 institutional investors around the globe that are collectively responsible for $34.7 trillion in assets, 52 percent said in June that as de-globalization accelerates they will try to invest in companies with more localized supply chains, according to an annual study by Schroders.” While “trade and technology continue to cross borders and, generally speaking, the world is still shrinking,” geopolitical tension and war have turned “de-globalization into a megatrend creating winners and losers in business.”
Tags: De-globalization, Geopolitical, Institutional investors, Invest, Localized supply chains, Losers, Megatrend, Responsible, Schroders, Technology, Trade, War, Winners
New York Times (January 4)
“President Trump’s decision to authorize the killing of a top Iranian military leader could be the match that sets off a regional conflagration, or it could have only marginal geopolitical impact…. But it is just the latest example of the capricious way in which the president, as commander in chief, has chosen to flex his lethal powers.”
Tags: Authorize, Capricious, Conflagration, Geopolitical, Impact, Iran, Killing, Military, Trump
PBS News Hour (April 15)
President Trump is now “trying to confront a dilemma that haunted his predecessor, Barack Obama. Syria’s seven-year civil war presents few fast or easy solutions for the U.S., yet the geopolitical rivalries at play, the presence of the Islamic State group and other extremists, and the atrocities perpetrated by the Assad government make the situation impossible to ignore.”
Tags: Assad, Atrocities, Civil war, Confront, Dilemma, Extremists, Geopolitical, Islamic State, Obama, Rivalries, Solutions, Syria, Trump, U.S.
Business Times (March 28)
Kim Jong Un’s visit to Beijing “is only the latest sign of moving geopolitical plates over the Korean stand-off. Following spiralling tensions in the peninsula in 2017 over the North’s nuclear weapons and missile programmes, 2018 has brought unexpected, and what could yet prove remarkable, diplomatic respite that has seen a mini-rapprochement between North and South.”
Tags: Beijing, Diplomatic, Geopolitical, Kim, Korea, Missiles, Nuclear weapons, Rapprochement, Stand-off, Tensions
Newsweek (November 1)
“Elon Musk could likely have more influence on America’s future foreign policy than whoever ends up as president” if he delivers on his promise of an all-electric version of his Model S car that matches “the driving distance of a gas-powered sedan at a comparable $30,000 price tag by 2020.” If he can pulls this feat off, “the geopolitical effects will be greater than anything since World War II. Maybe even greater.”
Tags: All electric, Driving distance, Foreign policy, Gas, Geopolitical, Influence, Model, Musk, President, Price, U.S.
LA Times (November 8)
“So are we better off with or without the TPP? If Congress ratifies it, that won’t turbocharge the U.S. economy. If Congress blocks the deal, that won’t stop globalization. And like any trade agreement, it creates winners and losers.” The strongest argument for the agreement may be its geopolitical role, but the costs to many Americans have become “clearer than their benefits…. The president still has a lot of persuading to do.”
Tags: Benefits, Congress, Costs, Economy, Geopolitical, Globalization, Ratify, TPP, U.S.
Institutional Investor (October Issue)
“Six years ago the common threat of a global financial collapse inspired a collective response that averted a depression. Today the threats seem to be coming from everywhere, and they are geopolitical as much as economic.” This makes any coordinated solution “hard to imagine.”
Tags: Collective response, Depression, Economic, Financial collapse, Geopolitical, Global, Solution, Threat
Euromoney (May Issue)
“The record stock market debut of BTS Group Holdings in Thailand provides fresh hope of a broader revival for public offerings across the Asia Pacific region.” The $2.1 billion IPO was the region’s largest in a year when “deals have been notoriously difficult” amid “volatile equity markets fuelled by geopolitical and macroeconomic uncertainty.” The BTS deal may prove a bellwether, prompting “long-awaited rush of listings.” In contrast, the otherwise successful $1 billion IPO of Japan Prologis REIT in February proved a “false dawn;” the rush of deals never followed.
Tags: Asia Pacific, BTS, Geopolitical, IPO, Japan Prologis, Macroeconomic, REITs, Thailand, Uncertainty
