Bloomberg (January 18)
“The new year was supposed to bring opportunities for beaten-down software stocks. Instead, the group is off to its worst start in years.” Amid fears that AI will undercut the benefits of software, “valuations for software companies keep getting cheaper. The Morgan Stanley basket is priced at 18 times earnings projected over the next 12 months, its cheapest on record, and well below an average of more than 55 times over the past decade.”
Tags: AI, Beaten-down, Benefits, Cheaper, Fears, Morgan Stanley, Opportunities, Software, Software stocks, Undercut, Valuations, Worst start
Institutional Investor (November 7)
Vanguard’s departure from China, after selling its 49% stake in its joint venture to Ant in October, was such big news because it “illustrates the challenges facing foreign asset managers in China, where the opportunities are plentiful, but so are the obstacles.” Other struggling foreign asset managers may choose to utilize the cover of Vanguard’s departure to reduce their own presence in China.
Tags: Ant, Challenges, China, Departure, Foreign asset managers, Joint venture, Obstacles, Opportunities, Presence, Struggling, Vanguard
Institutional Investor (August 11)
“China’s waning role as the world’s factory means it’s time for emerging market investors to find opportunities elsewhere…. China’s manufacturing sector is so big that even a slight shift in manufacturing activity away from the country would greatly benefit other emerging market economies.”
Tags: Benefit, China, Emerging market economies, Investors, Manufacturing sector, Opportunities, Waning, World’s factory
Financial Times (April 28)
“Deprived of investment opportunities abroad, Russians have piled their savings into the likes of Lukoil, Gazprom and Sberbank, which combined account for about 40 per cent of the stock market’s total value.” Marking a rebound, “Russia’s stock market has climbed to its highest level in more than a year as domestic retail investors with nowhere else to go snap up the dividend-paying stocks that sold off heavily following the invasion of Ukraine”.
Tags: Abroad, Deprived, Dividend, Domestic, Gazprom, Invasion, Investment, Lukoil, Opportunities, Rebound, Retail investors, Russia, Savings, Sberbank, Stock market, Stocks, Ukraine
South China Morning Post (May 18)
“A surge in the number of Chinese professionals looking for emigration opportunities in response to China’s strict zero-Covid measures could affect the country’s ambitions to become a science and technology superpower.” The “noticeable spike” in interest in leaving China began after “outbreaks of the Omicron variant emerged in Shanghai” around the end of May.
Tags: Ambitions, China, Emigration, Omicron, Opportunities, Outbreaks, Professionals, Science, Spike, Strict, Superpower, Surge, Technology, Variant, Zero COVID
Financial Times (October 30)
“As the world economy slows and even Germany’s economy shows signs of weakness…. Policymakers in Germany and elsewhere should promote public and private spending—investment, above all. Huge opportunities do seem to exist. Moreover, the chance to borrow at today’s ultra-low long-term interest rates is a blessing, not curse…. In today’s economy, it is the only prudent thing to do.”
Tags: Borrow, Economy, Germany, Investment, Opportunities, Policymakers, Private, Prudent, Public, Slows, Spending, Ultra-low rates. Interest, Weakness
The Guardian (July 2)
“As the true extent of the Brexit farce becomes more apparent, it is now open warfare between the Brexiters, while the rest of the world…look on in sympathetic bewilderment.” Amid growing “evidence for concern about Brexit-induced potential loss of trading and investment opportunities,” there are growing hopes that the “transition” may be extended indefinitely.
Tags: Bewilderment, Brexit, Farce, Investment, Loss, Opportunities, Sympathetic, Trading, Transition
Washington Post (April 7)
The United States, France, the EU, China, India and 136 other parties have ratified the Paris agreement, which went into force in November. “Now is the time to implement it—to actually reduce our greenhouse-gas emissions, to ensure that policies match national commitments. It is time to develop and market clean technologies, and to seize new national and international economic opportunities.” But the “global fight cannot succeed if all parties are not fully on board and if they don’t assume their share of the burden or seek to capitalize on the opportunities.”
Tags: China, Clean technologies, EU, France, GHG, India, Opportunities, Paris Agreement, U.S.
New York Times (March 21)
“The lessons of the last financial crisis are clear. Less clear is whether regulators have the tools and the willingness to apply what they have learned to new circumstances and new threats.” The surge of money from China into the U.S. “far outpaced growth in the overall economy last year, a sign that too much money may be chasing too few good opportunities and that lenders may be compromising standards.” There are clear reasons for concern. “The system is still too opaque, and resistance to regulation remains fierce.”
Tags: China, Financial Crisis, Growth, Lenders, Opaque, Opportunities, Regulators, Resistance, Standards, Threats, U.S.
Institutional Investor (December 8)
“COP21 is an important turning point for the global economy and the financial markets that underpin it. Smart investors will not only examine the risks but also clearly appreciate the opportunities in this space, as our $100 trillion economy embarks upon a decarbonization trajectory over the next two generations.”
Tags: COP21, Decarbonization, Financial markets, Global economy, Investors, Opportunities, Risks, Turning-point
