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Barron’s (March 31)

2025/ 03/ 31 by jd in Global News

“AI has yet to cure cancer or drive a car cross-country. But it has upended corporate strategy and spending plans, and opened the door to an age of rapid problem solving, enhanced productivity, and machine-driven creativity.” Still, it’s unclear where AI’s potential leads. “The AI hype cycle has entered a new phase, with investors looking for a payoff. As some of the early enthusiasm fades, tech stocks have entered a correction.”

 

Investment Week (April 26)

2024/ 04/ 27 by jd in Global News

“Managers have expressed confidence in the performance of sterling and its future potential, but the uncertainty surrounding the UK and global economies, as well as the upcoming general election, could pose headwinds to the asset’s performance.”

 

Institutional Investor (December 19)

2023/ 12/ 20 by jd in Global News

Investors and CEOs using their power to change the world around them provides the best hope for restoring value-creating potential to relationships between public companies and asset owners. But it may not be good enough. Investors and companies that seek to remain in public markets and derive value from their relationships will need ways to find each other in the masses of intermediaries between them, special tools for using this approach, and plans for navigating the inevitable collisions with short-term activists.”

 

CNN (November 21)

2023/ 11/ 23 by jd in Global News

“Given the life-altering potential of AI – that even if it doesn’t kill us all, it will almost certainly change human existence in unprecedented ways at unprecedented speed – we all have a stake in how it’s being developed…. And we all have a stake in whose interests AI will serve – and right now, its development is being funded with billions of dollars by people expecting to make a huge profit.”

 

Hindustan Times (May 5)

2023/ 05/ 06 by jd in Global News

“India entered into a new age as the world’s largest country in 2023.” With a large percentage of its population falling into working age, India has “the potential to produce a ‘phenomenal’ demographic dividend to catapult India into the top three economies of the world in the next 25 years.” To do so, however, “harnessing the gender dividend is even more critical and transformational.”

 

Seeking Alpha (February 13)

2023/ 02/ 14 by jd in Global News

“Bank of America argued Monday that international stocks offer a potential opportunity of outperformance compared to U.S. equities. However, the firm added that investors need to remain ‘choosy’ when selecting positions.” For example, Bank of America favors “regions with the greatest structural advantages, such as strong demographics, energy independence, and high productivity.”

 

Washington Post (December 28)

2022/ 12/ 29 by jd in Global News

ChatGPT, which is “is conversant in a way previous chatbots haven’t been,” has captured the imagination and stoked new fears. “Humans today are still in control…. Ultimately, unleashing the full potential of the technology that appears tantalizingly close to our grasp comes down to this: What do we as a species hope to gain from artificial intelligence, and — perhaps more important — what are we willing to give up?”

 

Institutional Investor (December 22)

2022/ 12/ 24 by jd in Global News

“Africa may not be the first continent that comes to mind for investing in emerging markets — but given its vast potential, maybe it should be.” Moreover, “Africa is increasingly becoming a critical player in the race to net zero, thanks to its population, infrastructure, and resources.”

 

Seattle Times (September 27)

2022/ 09/ 29 by jd in Global News

“Built to carry nine passengers and one or two pilots,” the flight demonstrated “the potential for an electric commercial commuter aircraft flying a few hundred miles between cities at an altitude of around 15,000 feet.” Clearly, “the technology is pioneering and puts this region at the forefront of efforts to develop a zero-emission, sustainable era in aviation.” The larger question, however, is “whether it can deliver the economic returns necessary to become a commonplace mode of air travel.”

 

Taipei Times (January 18)

2022/ 01/ 19 by jd in Global News

In a development likely to affect mainland China’s growth potential, the birthrate “has fallen to its lowest level in six decades, barely outnumbering deaths last year despite major government efforts to increase population growth and stave off a demographic crisis.”

 

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