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CNN (October 8)

2018/ 10/ 10 by jd in Global News

“Wall Street’s top activist investors are raising lots of cash and gearing up for battle over the next year…. The group see more opportunity to disrupt the consumer discretionary sector, which includes retailers, than in any other industry.”

 

Reuters (July 17)

2018/ 07/ 18 by jd in Global News

Following the 1986 Iceland Summit between Ronald Reagan and Mikhail Gorbachev, the U.S. ultimately proved the victor. Three decades later, things look different. “Washington had another unparalleled opportunity,” but “the American president was outfoxed by a wily Russian leader playing from a position of unquestioned strength, toying with a deeply damaged counterpart.”

 

South China Morning Post (April 2)

2018/ 04/ 03 by jd in Global News

Banks and regulators in China have engaged in a delicate dance between reducing non-performing loans (NPLs) and maintaining profits. “That’s why the NPL ratios of the nation’s key banks all hover at about the same level–now around 1.7 per cent of loans,”  though “Fitch estimates that the real ratio could be as high as 20 per cent, implying total NPLs of 19 trillion yuan (US$3 trillion).” But the regulator is now becoming more demanding in NPL reduction and unforgiving of gimmicks previously employed to hide NPLs. “Given Beijing’s focus on the stability of the financial system, the flow of NPLs into the market should pick up considerably in the next two to three years, providing ample opportunity for new investors.”

 

Council on Foreign Relations (September 7)

2017/ 09/ 08 by jd in Global News

“Congress, again, should take the lead” in Asia. “Not only has the White House paid relatively little attention to growing crises in mainland Southeast Asia but those crises are quickly spiraling out of control.” There is an opportunity “for Congress, rather than the White House, to develop a tough approach to the growing climate of repression in Cambodia” and solve other issues like the crisis affecting the persecuted Rohingya fleeing Myanmar for Bangladesh.

 

Wall Street Journal (January 19)

2017/ 01/ 20 by jd in Global News

“Donald J. Trump takes the oath of office on Friday facing unprecedented opposition but also an extraordinary opportunity. He confronts the paradox of a country skeptical that he has the personal traits for the Presidency but still hopeful he can fulfill his promise to shake up a government.”

 

The Economist (August 6)

2016/ 08/ 08 by jd in Global News

Japan is approaching “peak death,” which may arrive before 2040 when annual deaths near 1.7 million. Until then, “the funeral industry and other companies not hitherto associated with end-of-life issues sense an opportunity—a rare growth sector” in Japan where the death and dying industry approaches ¥2 trillion ($20 billion).

 

Financial Times (July 23)

2015/ 07/ 24 by jd in Global News

The Toshiba and Olympus accounting scandals suggest “that Japanese companies are prone to manipulating their accounts. But foreign investors should not give up and go home.” Instead investors have an opportunity to “short shares in companies that will be struck by scandal next, to buy those that will be forced to change their ways, or to do both these things in turn.”

 

The Economist (January 17)

2015/ 01/ 18 by jd in Global News

“The fall in the price of oil and gas provides a once-in-a-generation opportunity to fix bad energy policies.”Governments around the world should “seize” this chance.

 

Wall Street Journal (May 18)

2014/ 05/ 19 by jd in Global News

“Indians put their faith in a party promising economic opportunity and better governance over the traditional Indian formula of welfarism, patronage, corruption and hostility to foreign competition. Mr. Modi will be the first Prime Minister to govern without a coalition in nearly 30 years, and he has a rare mandate to enact market-opening reforms.”

 

Financial Times (February 24, 2014)

2014/ 02/ 25 by jd in Global News

“Twenty-five years after the fall of the Berlin Wall, Europe again echoes to the sound and fury of revolution.” With the overthrow of President Viktor Yanukovich, the Ukraine now has a chance at a fresh start. “This is a moment of immense opportunity–and immense danger–for Ukraine, for the EU and for Russia. More than any single moment since the collapse of the Soviet bloc, the revolution that began in Kiev heralds ‘the hour of Europe.’”

 

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