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Institutional Investor (November 7)

2023/ 11/ 08 by jd in Global News

Vanguard’s departure from China, after selling its 49% stake in its joint venture to Ant in October, was such big news because it “illustrates the challenges facing foreign asset managers in China, where the opportunities are plentiful, but so are the obstacles.” Other struggling foreign asset managers may choose to utilize the cover of Vanguard’s departure to reduce their own presence in China.

 

Institutional Investor (August 11)

2023/ 08/ 13 by jd in Global News

“China’s waning role as the world’s factory means it’s time for emerging market investors to find opportunities elsewhere…. China’s manufacturing sector is so big that even a slight shift in manufacturing activity away from the country would greatly benefit other emerging market economies.”

 

Financial Times (April 28)

2023/ 04/ 29 by jd in Global News

“Deprived of investment opportunities abroad, Russians have piled their savings into the likes of Lukoil, Gazprom and Sberbank, which combined account for about 40 per cent of the stock market’s total value.” Marking a rebound, “Russia’s stock market has climbed to its highest level in more than a year as domestic retail investors with nowhere else to go snap up the dividend-paying stocks that sold off heavily following the invasion of Ukraine”.

 

South China Morning Post (May 18)

2022/ 05/ 19 by jd in Global News

“A surge in the number of Chinese professionals looking for emigration opportunities in response to China’s strict zero-Covid measures could affect the country’s ambitions to become a science and technology superpower.” The “noticeable spike” in interest in leaving China began after “outbreaks of the Omicron variant emerged in Shanghai” around the end of May.

 

Financial Times (October 30)

2019/ 10/ 31 by jd in Global News

“As the world economy slows and even Germany’s economy shows signs of weakness…. Policymakers in Germany and elsewhere should promote public and private spending—investment, above all. Huge opportunities do seem to exist. Moreover, the chance to borrow at today’s ultra-low long-term interest rates is a blessing, not curse…. In today’s economy, it is the only prudent thing to do.”

 

The Guardian (July 2)

2017/ 07/ 03 by jd in Global News

“As the true extent of the Brexit farce becomes more apparent, it is now open warfare between the Brexiters, while the rest of the world…look on in sympathetic bewilderment.” Amid growing “evidence for concern about Brexit-induced potential loss of trading and investment opportunities,” there are growing hopes that the “transition” may be extended indefinitely.

 

Washington Post (April 7)

2017/ 04/ 08 by jd in Global News

The United States, France, the EU, China, India and 136 other parties have ratified the Paris agreement, which went into force in November. “Now is the time to implement it—to actually reduce our greenhouse-gas emissions, to ensure that policies match national commitments. It is time to develop and market clean technologies, and to seize new national and international economic opportunities.” But the “global fight cannot succeed if all parties are not fully on board and if they don’t assume their share of the burden or seek to capitalize on the opportunities.”

 

New York Times (March 21)

2016/ 03/ 22 by jd in Global News

“The lessons of the last financial crisis are clear. Less clear is whether regulators have the tools and the willingness to apply what they have learned to new circumstances and new threats.” The surge of money from China into the U.S. “far outpaced growth in the overall economy last year, a sign that too much money may be chasing too few good opportunities and that lenders may be compromising standards.” There are clear reasons for concern. “The system is still too opaque, and resistance to regulation remains fierce.”

 

Institutional Investor (December 8)

2015/ 12/ 09 by jd in Global News

“COP21 is an important turning point for the global economy and the financial markets that underpin it. Smart investors will not only examine the risks but also clearly appreciate the opportunities in this space, as our $100 trillion economy embarks upon a decarbonization trajectory over the next two generations.”

 

Wall Street Journal (February 20)

2015/ 02/ 21 by jd in Global News

“Wal-Mart’s decision proves that the best way to raise wages is with faster economic growth that creates more demand for labor. Workers can move to better opportunities as more emerge, and their current employers may conclude they have to pay more to keep them.” Wal-Mart will significantly exceed the current U.S. minimum wage of $7.25 when it raises its hourly wage to $9 or more by April and to at least $10 in 2016.

 

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