Reuters (July 21)
“Worries over a global slowdown are casting a shadow over Asia’s recovery prospects with factory activity growth slowing in Japan and Australia, keeping pressure on policymakers to support their economies while tightening monetary policy to combat inflation.”
Tags: Asia, Australia, Factory activity, Global slowdown, Inflation, Japan, Monetary policy, Policymakers, Recovery, Slowing, Support, Tightening, Worries
Financial Times (June 29)
Hong Kong elite are visiting Japan on posh tours to invest in Tokyo. Property brokers say the tours demonstrate “the appeal of the weak yen” and “the way in which the Tokyo market seemed immune from the recessionary worries swirling around other capitals.”
Tags: Appeal, Brokers, Elite, Hong Kong, Immune, Invest, Japan, Market, Posh, Property, Recessionary, Tokyo, Tours, Weak yen, Worries
Wall Street Journal (April 26)
“Worries about the war in Ukraine, China’s Covid-19 outbreak, a U.S. or European recession and surging global inflation are making a long-spurned asset increasingly popular with Wall Street’s top money managers these days: cash.” Increasingly asset managers “are looking to move funds into low-risk, cash-like assets. That marks a shift from recent years, when steadily climbing equity indexes trained investors to buy every dip and not miss out on gains by holding cash.”
Tags: Asset, Asset managers, Cash, China, COVID-19, Dip, Europe, Inflation, Investors, Low-risk, Money managers, Recession, Shift, Spurned, Surging, U.S., Ukraine, Wall Street, War, Worries
The Economist (April 3)
There are now “growing worries that, like a ship which is too big to steer, supply chains have become a source of vulnerability…. As they battle the pandemic and face up to rising geopolitical tensions, governments everywhere are switching from the pursuit of efficiency to a new mantra of resilience and self-reliance.”
Tags: Efficiency, Geopolitical tensions, Governments, Pandemic, Resilience, Self-reliance, Supply chains, Vulnerability, Worries
Forbes (May 6)
“The trade war with China has pushed worries about supply chains from the No. 19 spot in 2017 to No. 12 in 2018. Companies in North America rate it at No. 8, mostly because of the new Nafta. The sharp rise in rankings for all things trade related shows that either companies have been preparing for this moment, or are worried that they are not prepared enough.”
The Economist (June 24)
“Mr Modi’s admirers paint him as the man who at last unleashed India’s potential. In fact, he may go down in history for fluffing India’s best shot at rapid, sustained development. And the worries about a still darker outcome are growing.”
Tags: Admirers, Best shot, Fluffing, India, Modi, Outcome, Potential, Sustained development, Worries
Reuters (March 22)
“The Trump Trade could start looking more like a Trump Tantrum if the new U.S. administration’s healthcare bill stalls in Congress, prompting worries on Wall Street about tax cuts and other measures aimed at promoting economic growth.” Investors are less optimistic “that U.S. President Donald Trump will swiftly enact his agenda, with a Thursday vote on a healthcare bill a litmus test which could give stock investors another reason to sell.”
Tags: Congress, Economic growth, Healthcare, Investors, Tax cuts, Trump Tantrum, U.S., Wall Street, Worries
Institutional Investor (July 18)
Following a tumultuous weekend with a failed coup, another police officer shooting in the U.S., and continuing Brexit worries, investors may want to consider “whether security and geopolitical threats to stability will undermine the impact of aggressive easing actions of the world’s central banks. A recovery in the Turkish lira and global equity indices and a retreat in gold prices, seemingly fueled by the coup’s failure, suggests that at least some parts of the market believe central bank policymakers still trump security threats when it comes to financial asset valuation.”
Tags: Asset valuation, Brexit, Central banks, Easing, Equities, Failed coup, Geopolitical threats, Gold, Investors, Lira, Police, Recovery, Security, Shooting, Stability, Threats, Tumultuous, Turkey, U.S., Worries
Institutional Investor (January 10)
“Even among those who are years from retirement, concerns about being able to retire are more widespread than worries about job loss, health care, or inequality.” Yet, during the past decade, “officials in Washington have done little except wring their hands and make speeches” on retirement insecurity. There are now indications that, however, they may finally more to address “this most widespread form of economic insecurity.”
Tags: Health care, Inequality, Job loss, Officials, Retirement, Retirement insecurity, U.S., Worries
Euromoney (May Issue)
“Dollar-denominated debt capital market volume in Asia reached almost $27 billion in April, the highest monthly volume on record…. These record volumes underline the fact that global investors remain keenly focused on Asia, despite continuing worries about a slowdown in China and India.”
Tags: Asia, Capital, China, DCM, Debt, Dollar, Global, India, Investors, Market, Record, Slowdown, Volume, Worries
