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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.”

 

Reuters (October 17)

2018/ 10/ 18 by jd in Global News

“Financial markets have some things in common with professional sport. Investors and fans are both desperate for winners and despondent about losing. They are passionate about little ups and downs, while outsiders often find the rules arcane and the enthusiasm weird. And for both, all the jumping and screaming has little effect on the rest of the economy.”

 

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.”

 

Institutional Investor (May Issue)

2014/ 05/ 25 by jd in Global News

“New innovative business models by upstarts Tesla and Uber are poised to disrupt multiple industries at once.” Both companies have been driving around barriers thrown up by conventional businesses that feel threatened. “The real winners to watch — the companies that will shape the landscape of American business and tech — are those that seek to fill customers’ every need, that work themselves into new markets however possible.”

 

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