Fortune (November 27)
“Mumbai International Airport handled a combined 969 flights on Friday. That’s more than any other airport that operates a single runway has ever handled over a 24-hour period.” With 1,000 flights a day in sight, Mumbai is experiencing rising demand and India is soon “set to be world’s third largest aviation market after China and the United States.”
Bloomberg (April 4)
“Now could be the time for foreign investors to return to Japanese equities, according to Goldman Sachs. Corporate governance reforms, a recovery in domestic demand and the strong performance of local stocks in U.S. dollar terms are all potential catalysts that may lure foreigners back.”
Tags: Catalysts, Demand, Equities, Foreign investors, Goldman Sachs, Governance, Japan, Performance, Recovery
Forbes (October 13)
“China’s export numbers for September are out and they show a fall of 10% in year on year numbers. This has caused global stock markets to stumble…. because the China export numbers are a reflection of demand in the global economy and if that’s weak then the global economy is weak.”
Tags: China, Demand, Exports, Global economy, September, Stock markets, Weak
Wall Street Journal (September 3)
“All across American agriculture, production is up and prices are down.” With bumper crops expected, “corn prices have tanked, dropping to about $2.85 a bushel today from $6.50 three crop-seasons ago.” The Department of Agriculture is stepping in to help farmers with some subsidies and other programs, but what farmers really need is for Congress to “approve the Trans-Pacific Partnership,” which would boost demand overseas substantially.
Tags: Agriculture, Congress, Corn, Crops, Demand, DoA, Farmers, Overseas, Prices, Production, Subsidies, TPP
Institutional Investor (July 29)
U.S. REITs have soared on a “torrid rally.” Though the momentum will slow, strong fundamentals should underpin the sector, which is also benefiting from negative interest overseas. “The economy’s seven-year recovery should sustain real estate demand.” Moreover, “banks’ conservative real estate-lending policies in the wake of massive losses during the financial crisis should continue to limit supply.”
Tags: Banks, Demand, Financial Crisis, Fundamentals, Lending, Negative interest, Rally, Real estate, Recovery, REITs, Supply, U.S.
Financial Times (May 20)
“The plunge in yields on corporate and sovereign bonds in Europe and Asia — the value of bonds with a negative yield is nearly $10tn, according to Fitch — has sent investors racing into the US market.” This surging demand “has allowed companies to issue debt at lower yields, though US yields are still more attractive than in other parts of the world.”
Tags: Asia, Bonds, Corporate, Debt, Demand, Europe, Fitch, Investors, Negative yield, Plunge, Sovereign, U.S., Yields
Bloomberg (May 2)
“Money managers turned the most bullish since May as West Texas Intermediate crude climbed to a five-month high on optimism that falling U.S. production and rising fuel demand will trim the global glut.” Their optimism may be both short-sighted and short-lived as OPEC just “boosted production by 484,000 barrels a day to 33.217 million in April, the most in monthly data going back to 1989.”
Tags: Bullish, Crude, Demand, Money managers, OPEC, Optimism, Production, U.S., West Texas Intermediate
The Economist (January 16)
“Since the new year, the price of oil has surprised even the most bearish punters, plunging by 18%.” With prices already dipping below $30 a barrel, few know how low oil will go or when prices will begin to recover. Analysts have placed the bottom as low as $10, with April deliveries calculated at “anything from $25 to $56 a barrel.” The only thing everyone agrees on is that current supply vastly outstrips demand.
Financial Times (October 18)
“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.”
Tags: Challenge, China, Demand, Exports, Germany, Machine tools, Manufacturing, Overdependence, Scandal, Volkswagen
Reuters (July 26)
“Tokyo office rents have climbed to their highest since April 2011 as the economy gathers steam and demand for office space increases. But property analysts say the growth in rents is small and will be capped by imminent launches of new office towers.”
