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Bloomberg (July 15)

2018/ 07/ 15 by jd in Global News

“As the world’s largest exporter, China continues to benefit from robust global demand, but the increase in tensions and trade barriers with the U.S. is weighing on the outlook…. President Xi Jinping may ultimately have to choose between softening his multi-year campaign to control debt levels, or letting growth dip below the target of 6.5 percent.”

 

New York Times (June 20)

2018/ 06/ 22 by jd in Global News

“The United States should stop the scattershot, pointless nonsense on tariffs and go the other way, and hard: It should drop all tariffs, even if the rest of the world doesn’t follow.” Economists have long “understood that free trade is the best policy. Studies show that countries with freer trade have both higher per-capita incomes and faster rates of productivity growth. Economists have also long understood that barriers to trade, while pitched as a way to help domestic workers, always heavily penalize domestic consumers.”

 

CNBC (May 29)

2018/ 05/ 31 by jd in Global News

“Political uncertainty in Italy has unhinged world markets, raising the specter of a euro crisis that could ripple across the global economy and even force the Federal Reserve to slow its rate-hiking plans.” While odds appear low that Italy will opt out of the single currency bloc, “internal chaos and a new election could make for a rocky summer for markets and even put a dent in European economic growth.”

 

Bloomberg (April 3)

2018/ 04/ 05 by jd in Global News

“Japan Inc. is on track to overtake China in overseas dealmaking for the first time in six years.” According to Bloomberg data, “Japanese companies have announced $26.9 billion of overseas acquisitions this year, compared with $16.5 billion by Chinese buyers.” The reversal is fueled by “a hunt for growth at Japanese firms…at a time when China’s most prolific acquirers have been hobbled by regulatory probes and new outbound investment rules.”

 

New York Times (February 6)

2018/ 02/ 07 by jd in Global News

Investors believe “policies to stoke growth are going to work so well that they will overheat the economy, and force the Federal Reserve to try to slow things down by raising interest rates faster than expected. Sometimes you can have too much of a good thing. Don’t forget what set off the plunge on Friday: better-than-expected job growth numbers.”

 

The Economist (January 13)

2018/ 01/ 15 by jd in Global News

“To many, India feels like the heir apparent. Its population will soon overtake its Asian rival’s. It occasionally grows at the kind of pace that propelled China to the status of economic superpower.” But there is one big snag in many marketers’ dreams: India’s middle class “scarcely exists.” Only 8 million Indian adults make $20,000 annually and “the chances of India developing a middle class to match the Middle Kingdom’s are being throttled by growing inequality.”

 

LA Times (January 11)

2018/ 01/ 13 by jd in Global News

California must “break the terrifying pattern of fire and flood….Water and fire can be a lethal combination,” but there is a way forward. “Taxing ourselves to create more open space in the foothills will not stop fires from erupting or rain from falling. It will give city and county planners a powerful tool by which to restrain growth, offer burned-out homeowners a safer option than rebuilding in fire zones, and give those living downhill in the path of the slides some much-needed breathing room.”

 

Institutional Investor (September 11)

2017/ 09/ 12 by jd in Global News

“China’s mobile economy may well power the nation’s growth for decades to come, becoming an engine that will more than make up for the slowdown of the country’s traditional growth engines, such as manufacturing and exports.” That is the main thesis of a recently published book by Winston Wenyan Ma, a managing director at China Investment Corp., the country’s sovereign wealth fund with more than $800 billion in assets.

 

Bloomberg (August 3)

2017/ 08/ 04 by jd in Global News

“Something may be stirring deep within Japan’s labor market. The country’s aging and shrinking population is traditionally thought of as a deflationary factor, driving down potential growth. Yet after years of resisting wage hikes, companies are starting to recognize the need to lock in staff before they literally disappear.”0

 

Institutional Investor (July 20)

2017/ 07/ 22 by jd in Global News

“After eight straight months of positive returns, hedge funds may have finally redeemed themselves in the eyes of investors…. Total industry assets under management rose by $34.1 billion to $3.1 trillion, with positive returns boosting asset growth. The renewed interest in hedge funds comes in the midst of industry’s greatest period of performance since the financial crisis.”

 

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