Institutional Investor (July 30)
“As the planet becomes more crowded and as many of its inhabitants enjoy ever higher standards of living, the stresses on our economy and environment will deepen. The global consumer class is forecast to grow by 3 billion in the next 30 years. To stave off unwanted outcomes affecting global stability, we will have to make fundamental changes in the ways we approach energy, infrastructure, development, agriculture, health care and social safety nets.”
Tags: Agriculture, Consumers, Crowded, Development, Economy, Energy, Environment, Health care, Infrastructure, Planet, Safety nets, Stability, Standard of living, Stresses
The Economist (May 31)
It has been 25 years since China stepped back from the abyss that was Tiananmen. This led to China’s longest stretch of stability “since the collapse of the Qing dynasty in 1911.” Nonetheless, “it is still wise to be cautious about the cohesion of Chinese politics.” While there is no immediate cause for alarm, “political risk is as important to bear in mind as the wobbles that are causing growing numbers of observers to worry about China’s economy.”
Tags: Cautious, China, Cohesion, Collapse, Economy, Politics, Qing dynasty, Risk, Stability, Tiananmen
Financial Times (February 6, 2014)
“In an era when much of the world is worried about the possibility of drifting into Japanese-style deflation, one country has precisely the opposite problem: unbridled inflation.” Over the last 5 years, India’s consumer prices have been rising annually by close to 10%. “That is no small matter for the multitudinous poor, for whom escalating food prices can summon the spectre of hunger. Nor does it do much for macroeconomic stability, which India badly needs in this year of tapering and tricky political transition.” Fortunately, new central bank governor Raghuram Rajan looks “up to the task.” With his tough policies, he may prove the Paul Volcker of India.
Tags: Central bank, CPI, Deflation, Food, Governor, Hunger, India, Inflation, Japan, Macroeconomics, Paul Volker, Poor, Raghuram Rajan, Stability
The Times of London (September 17)
“The West is right to seek a diplomatic solution with Tehran to defuse an emerging nuclear threat…. Iran’s nuclear programme is plainly not designed purely to generate electricity. It is also to make atomic bombs and is a threat to already shaky stability of the Middle East.”
Tags: Bombs, Diplomatic solution, Electricity, Iran, Middle East, Nuclear threat, Stability, Tehran, Threat
Washington Post (July 21)
Prime Minister Abe’s strong mandate is promising for Asia, and could help reduce tension. ”A healthy U.S.-Japan alliance is the region’s best hope for stability. That alliance, in turn, depends on a prospering Japanese economy and on at least cordial relations between Japan and other U.S. friends in Asia, most notably South Korea. Thanks to Japanese fatigue with the instability of the past decade, and to Mr. Abe’s political skills, he now has the best chance in a long time to deliver on those goals.”
Tags: Abe, Alliance, Asia, Economy, Japan, Mandate, Prime minister, South Korea, Stability, U.S.
Investment Week (January 26, 2012)Investment Week (January 26, 2012)
“The euro needs to see a sharp fall of at least 30%, bringing it into line with the US dollar, or else the eurozone is ‘doomed.’” That warning came from economist Nouriel Roubini. He believes a major drop in the currency is the only way to “restore stability and competitiveness” in Europe.
Investment Week (January 26, 2012)
“The euro needs to see a sharp fall of at least 30%, bringing it into line with the US dollar, or else the eurozone is ‘doomed.’” That warning came from economist Nouriel Roubini. He believes a major drop in the currency is the only way to “restore stability and competitiveness” in Europe.
