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November 2018
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Bloomberg (September 7)

2018/ 09/ 07 by jd in Global News

“One of the paradoxes of this year’s trade tensions is that in many parts of the world, it doesn’t yet feel like a crisis.” Although it may be “tempting to think the global economy is riding out the turmoil,” it would be “mistaken. Look closely: The slowdown has begun.”


Financial Times (June 13)

2018/ 06/ 15 by jd in Global News

“We live in an age judged to be one of exciting technological change, but our national accounts tell us that productivity is almost stagnant. Is the slowdown or the innovation an illusion?” The truth is we don’t yet know and it might be something else. There might be a measurement error or a lag before big gains from AI and other revolutionary technologies kick in.


Bloomberg (April 17)

2018/ 04/ 19 by jd in Global News

“China’s economic expansion held up amid robust consumer spending, underpinning global growth and giving authorities room to purge excessive borrowing, while the industrial sector showed signs of modest slowdown.”


WARC (December 11)

2017/ 12/ 13 by jd in Global News

“While China’s slowdown will continue to influence the economic landscape for other Asian markets – many marketers have seen budgets cut – bright spots are emerging, particular as India’s ‘mainstream’ consumer demographic continues to grow at pace.” Now expected to outpace China, India looks poised to add more mainstream consumers than China over the coming decade.


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.


Wall Street Journal (February 23)

2016/ 02/ 24 by jd in Global News

Europe is again sputtering, which is the “cost of ignoring Mario Draghi’s pleas for reforms.”  Quantitative easing “without accompanying policy reforms such as looser labor-market rules and liberalized product markets is losing traction fast. Only those reforms could boost European resilience in the face of global developments such as China’s slowdown that weigh on growth.”


The Economist (November 14)

2015/ 11/ 15 by jd in Global News

The Great Recession has morphed into the never ending crisis. Over the past decade, we’ve seen fallout from the U.S. housing crisis, the Euro crisis brought on by Greece, and now “a third instalment in the chronicles of debt is now unfolding. This time the setting is emerging markets. Investors have already dumped assets in the developing world, but the full agony of the slowdown still lies ahead.”


Bloomberg (September 28)

2015/ 09/ 30 by jd in Global News

“Something a little worrying has happened to the global economy: Trade is slowing down…. Trade has stopped growing as a percentage of output, the way it had in the past. A few years isn’t necessarily enough to establish a trend, but the slowdown in trade is unprecedented in the postwar era.”


The Economist (August 15)

2015/ 08/ 16 by jd in Global News

“This is the year that the economic plan of Shinzo Abe, the prime minister, should be taking wing…. Yet the economy’s performance has been underwhelming. The problems have been weak industrial production, thanks to a slowdown in exports to America and China, and anaemic household consumption.”


Wall Street Journal (April 13)

2015/ 04/ 13 by jd in Global News

“We need to get used to slower Chinese growth,” writes former Treasury Secretary Hank Paulson. He adds that “if, as Beijing has promised, the slowdown is accompanied by deep and serious structural reform that opens up new growth opportunities, such as allowing the private sector to compete against state monopolies in service sectors like banking and telecommunications, then China will still grow robustly compared with all other major economies.”


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