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Bloomberg (October 18)

2015/ 10/ 21 by jd in Global News

“When Gen Nakatani arrives in Seoul on Tuesday he’ll be the first Japanese defense minister to visit South Korea in nearly five years, signaling that growing regional security risks are trumping the disputes over territory and history that have blighted relations between the countries.”

 

Institutional Investor (October 18)

2015/ 10/ 20 by jd in Global News

Falling U.S. equity prices during the third quarter have “left investors asking whether the terrific run in U.S. equities since 2011 is over. Is the setback a buying opportunity or the beginning of a more serious downturn?” Overall, “we think there are enough positives to keep profits increasing at a high-single-digit rate over the next five to seven years.”

 

Financial Times (October 18)

2015/ 10/ 19 by jd in Global News

“The scandal engulfing” Volkswagen “is by no means the biggest German economic challenge. Demand from China is slowing sharply, a blow to one of the biggest suppliers of machine tools to that country’s vast manufacturing sector.” The broader challenge, however, remains Germany’s overdependence on a “narrow export-oriented model,” which leaves the country “vulnerable to longer-term underperformance.”

 

The Economist (October 17)

2015/ 10/ 18 by jd in Global News

“There is a growing risk that Britain will leave the European Union. It needs to be countered.”

 

New York Times (October 15)

2015/ 10/ 17 by jd in Global News

“India is a vigorous democracy that has sent an orbiter to Mars. Yet its children are more likely to starve than children in far poorer nations in Africa. In a remarkable failure of democracy, India is the epicenter of global malnutrition: 39 percent of Indian children are stunted from poor nutrition.”

 

Wall Street Journal (October 15)

2015/ 10/ 16 by jd in Global News

“Murky data” are adding “to China’s housing headache.” The housing glut has eased in China, moving down from 25.2 months’ worth of supply in March to 16.5. But the “glut in China’s property market is worse than official data show,” as data excludes many partially completed or not yet for sale homes.

 

Bloomberg (October 14)

2015/ 10/ 15 by jd in Global News

“Ernst & Young LLP took Bernie Madoff at his word when it signed off on audits of a fund that helped feed the biggest Ponzi scheme in U.S. history. The firm must now defend that decision at the first trial of an auditor over losses tied to Madoff, who’s serving a 150-year prison term for stealing billions of dollars from thousands of investors.” The case will be tried by jury in a state court in Seattle and comes just after “the Public Company Accounting Oversight Board, the lead U.S. audit regulator, warns that one in three audit opinions in the U.S. lack appropriate supporting evidence.”

 

Institutional Investor (October 13)

2015/ 10/ 14 by jd in Global News

“Volatility is back in financial markets after an extended absence—and you had better get used to it.” To be more precise, this is a return to normal levels of volatility after a period of excessive lows. “To accentuate the positive, elevated volatility will create some excellent buying opportunities.”

 

Financial Times (October 11)

2015/ 10/ 13 by jd in Global News

If Uber “wants to continue to grow in London and around the world, Uber needs to be able to persuade politicians that it is worth facing down the established taxi operators who are resisting change. If vested interests prevent its innovations in service from reaching their full potential, it would count as an enormous missed opportunity.”

 

The Economist (October 10)

2015/ 10/ 12 by jd in Global News

“Every so often a country comes along whose economic transformation has a vast impact on the world’s climate system. For the past generation that country has been China. Next it will be India.”

 

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