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Institutional Investor (October 20)

2023/ 10/ 21 by jd in Global News

“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.”

 

Wall Street Journal (April 13)

2021/ 04/ 14 by jd in Global News

“The great car-chip shortage is bad for the auto industry, but only temporarily. The real losers are consumers who need wheels to get back to work.” Investors remain unfazed. “Investors can afford to remain relaxed about the chip shortage… there is an offset for manufacturers: Those cars they do ship this year could carry unusually high margins.”

 

The Guardian (September 4)

2020/ 09/ 06 by jd in Global News

“Donald Trump is the most repellent individual ever to have sought, let alone won, the presidency of the United States. The latest proof comes in a quadruple-sourced account of Trump describing US troops who died for their country as ‘losers’ and ‘suckers.’” But it’s not just what he says. The nation’s economy now “lies in tatters, racked by mass unemployment. And yet, despite that record of lethal failure, this inadequate, malignant man still has the support of 42% of the American people.”

 

Financial Times (February 14)

2019/ 02/ 16 by jd in Global News

“Official figures from the Dutch investment agency show 42 companies relocated to the Netherlands last year citing Brexit as the reason. The investment has resulted in 1,923 jobs and €290m in investment. Sony and Panasonic have also announced plans to set up their European headquarters in the country.” But the good news may not last. “The Netherlands is likely to be one of the biggest EU losers from a hard Brexit given the close trading links between the two countries especially in fresh produce and the importance of Rotterdam, Europe’s busiest port, to British trade.”

 

Bloomberg (November 11)

2015/ 11/ 12 by jd in Global News

“There are reasons to suspect that all the hand-wringing about China pulling down the rest of the world may be a tad overdone. Just as the country’s slump is producing obvious losers…it’s producing winners as well.” They “will help the world withstand a protracted period of sub-par performance by China,” much as the world did “when Japan’s economy downshifted dramatically in the 1990s.”

 

Wall Street Journal (October 3)

2012/ 10/ 05 by jd in Global News

When the dust from all the debt crises settles, the “sure losers” are the young. “Virtually any political ‘solution’ on offer to the euro crisis or U.S. debt will essentially force people age zero to 35—jobs or no jobs—to spend their lifetimes paying off the rolled-over debt that bails out the politicians and guarantees benefit flows to the older half of the population, which will escape to worry-free graves before the crisis returns.”

 

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