The Economist (December 28)
“It has been a tricky year atop the corporate ladder. Sluggish growth in many markets has set bosses scrambling to rein in costs just as inflation has spurred their workers to demand hefty pay rises. Fractious geopolitics and toxic culture wars have left corporate chieftains feeling like tightrope-walkers. The craze for generative artificial intelligence (ai) has had them fretting over looming technological disruption, too.”
Tags: AI, Bosses, Corporate ladder, Costs, Culture wars, Fractious, Geopolitics, Inflation, Markets, Pay rises, Sluggish growth, Technological disruption, Toxic, Tricky, Workers
Reuters (November 16)
“Restructuring a restructuring isn’t good news. Alibaba scrapped the spinoff of its prized cloud computing business, blaming U.S. curbs on advanced chips,” causing its shares over 10% lower. “The U-turn dashes market expectations of stability among technology companies after the end of Beijing’s years-long regulatory crackdown. The country’s weak economy and bad geopolitics mean the sector hasn’t yet hit a bottom.”
Tags: Alibaba, Beijing, China, Chips, Cloud computing, Economy, Geopolitics, Market expectations, Regulatory crackdown, Restructuring, Shares, Spinoff, Stability, Technology, U.S.
Fortune (December 12)
“It’s always better in geopolitics to move in packs—and the U.S. just picked up some welcome company in its aggressive assault on China’s tech industry…. With Japan and the Netherlands now on board, all three of the world’s primary producers of chipmaking machinery have now taken aim at China.”
Tags: Aggressive, Assault, China, Chipmaking machinery, Geopolitics, Japan, Netherlands, Packs, Primary producers, Tech industry, U.S.
Bloomberg (January 2)
“Geopolitics presents a mixed picture heading into any new decade. But given all the transnational trends I’ve listed, along with the wildcard of the Trump administration — in an election year and facing an impeachment trial, no less — the first year of the 2020s will likely have oversized impact on the nine that follow it.”
Tags: 2020s, Election, Geopolitics, Impeachment, Transnational, Trends, Trump, Wildcard
The Economist (September 21)
“We have found that, whether it is in Democratic politics or Russian dreams of opening an Arctic sea passage, climate now touches on everything we write about…. Because the processes that force climate change are built into the foundations of the world economy and of geopolitics, measures to check climate change have to be similarly wide-ranging and all-encompassing. To decarbonise an economy is not a simple subtraction; it requires a near-complete overhaul.”
Tags: Arctic, Climate change, Decarbonise, Democrat, Foundations, Geopolitics, Overhaul, Russia, Sea passage, World economy
Reuters (March 16)
“Simmering fears of a global trade war. An embarrassing political scandal in Japan. Rapid job-turnover inside the White House and the threat of faster interest rate hikes in the United States….” Yet somehow “markets have brushed aside risks and recurring bad news on geopolitics to stay focused on positive macro-economic cues.”
Tags: Embarrassing, Fears, Geopolitics, Interest rate hikes, Japan, Markets, Scandal, Simmering, Threats, Trade war, U.S., White House
Washington Post (July 3)
“As the Islamic State, Iran and Greece occupy the attention of the Western world, China marches forward, except now it is not just building its economy but also a new geopolitics in Asia.”
Tags: Asia, China, Economy, Geopolitics, Greece, Iran, Islamic State, West