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February 2019
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The Economist (January 12)

2019/ 01/ 14 by jd in Global News

“Analysts reckon that the number of smartphones sold in 2018 will be slightly lower than in 2017, the industry’s first ever annual decline.” “Peak smartphone” may be “bad news for Apple shareholders,” but the apparent “levelling off at around 1.4bn units a year is good news for humanity.”


South China Morning Post (November 25)

2018/ 11/ 27 by jd in Global News

The unfolding truth “appears to be rather different” than “the narrative spun by Nissan and apparently condoned by Japanese authorities.” When the full story about Ghosn is revealed, “it threatens to do at least as much damage to the reputation of the government and industry alliance known as Japan Inc as to the man at the centre of the affair” for it increasingly appears “Nissan’s old guard struck back against their ‘gaijin’ savior.”


CNN (October 8)

2018/ 10/ 10 by jd in Global News

“Wall Street’s top activist investors are raising lots of cash and gearing up for battle over the next year…. The group see more opportunity to disrupt the consumer discretionary sector, which includes retailers, than in any other industry.”


Gizmodo (January 26)

2018/ 01/ 28 by jd in Global News

“We can’t rely on the market to create an ‘electric car revolution’ in Australia. Funding infrastructure, creating industry standards, legislating to reward and cheapen less-polluting cars, and educating the public are all part of the challenge.”


Investment Week (December 9)

2017/ 12/ 10 by jd in Global News

“The industry has been gripped by fears of an impending market correction for some time now and debating what could cause a pullback, but talk may have been premature as global equity markets continue to hit fresh record highs into the latter stages of 2017.” UK wealth managers have been “more downbeat than their global peers” due to domestic issues like “negotiating Brexit and the potential for a Labour win if another snap General Election is called.”


IR Magazine (December 7)

2016/ 12/ 08 by jd in Global News

“New CEOs who present their strategy within the first 100 days of their appointment can see stock prices rise by an average of 5.3 percent on presentation day (around $2.8 bn in market value). The average stock price gain for presentations by new CEOs appointed from outside the organization is 9.3 percent (just under $5 bn), and for new CEOs from outside the company’s home industry it’s 12.4 percent (around $6.6 bn).” Despite these impressive results, “only 40 percent of new CEOs present on strategy in their first 200 days.”


Bloomberg (June 6)

2016/ 06/ 08 by jd in Global News

Guandong province, “China’s factory to the world,” is now caught in “a race to survive” as rising costs shift production to cheaper countries. Automation is also taking a toll. “With the new robot-staffed factories, and startups that employ hundreds rather than thousands, many of the millions who came to make Guangdong an industrial superpower may have little choice but to return home.”


Reuters (April 28)

2016/ 04/ 30 by jd in Global News

“Global shipments of smartphones shrank 3 percent in the first quarter from a year earlier in the market’s first year-on-year contraction on record…reflecting growing strains on the industry.” Q1 shipments dropped to 334.6 million devices from 345 million in 2015.


The Global Times (February 26)

2015/ 02/ 27 by jd in Global News

“Japan used to dominate the global household electrical appliance market, but now consumers only recognize its toilet seats or rice cookers, which demonstrates the regression of its industry. The growing popularity of Chinese household electrical appliances has gradually squeezed the sphere which used to be taken up by ‘Made in Japan’ goods.” This makes it a shame “that Chinese tourists spent 6 billion yuan ($959.4 million)” in Japan, purchasing such items during the spring holidays” and also “makes a mockery of China’s boycott of Japanese goods.”


Real Estate Investment Today (April Issue)

2014/ 05/ 01 by jd in Global News

“REITs contribute to more resilient real estate markets and a more resilient financial system.” Sub-prime mortgages contributed to the residential property collapse, but REITs helped stabilize the commercial market. A recent study by researchers from the University of Wisconsin and the Bank for International Settlements found that REITs provide markets with much needed transparency and liquidity. It’s “clear that REITs provide real benefits for the broader commercial real estate industry, for investors and for our nation’s economy.”


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