Institutional Investor (December 19)
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.”
Tags: Asset owners, CEOs, Hope, Intermediaries, Investors, Markets, Navigating, Potential, Power, Public companies, Relationships, Restoring, Value, Value-creating
CNN (November 21)
“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.”
Tags: AI, Development, Funded, Human existence, Interests, Life-altering, Potential, Profit, Stake, Unprecedented
Hindustan Times (May 5)
“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.”
Tags: Catapult, Critical, Demographic, Dividend, Economies, Gender, Harnessing, India, Phenomenal, Population, Potential, Working-age, World’s largest
Seeking Alpha (February 13)
“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.”
Tags: Bank of America, Choosy, Demographics, Energy independence, International stocks, Investors, Opportunity, Outperformance, Potential, Productivity, Structural advantages, U.S. equities
Washington Post (December 28)
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?”
Tags: AI, Chatbots, ChatGPT, Control, Conversant, Fears, Humans, Potential, Species, Tantalizing, Technology
Institutional Investor (December 22)
“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.”
Tags: Africa, Continent, Critical, Emerging markets, Infrastructure, Investing, Net zero, Population, Potential
Seattle Times (September 27)
“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.”
Tags: Aircraft, Aviation, Commercial, Commuter, Economic returns, Electric, Flight, Forefront, Passengers, Pilots, Pioneering, Potential, Sustainable, Technology, Zero-emission
Taipei Times (January 18)
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.”
Tags: Birthrate, China, Deaths, Demographic crisis, Development, Efforts, Fallen, Government, Growth, Lowest, Mainland, Population, Potential
Newsweek (December 27)
Potential antibiotics discovered in novel places like seabeds, roundworms or even the nose are bringing “hope to the fight against antimicrobial or antibiotic resistance, the growing ability of infectious and sometimes lethal bacteria to survive drug treatment.”
Tags: Antibiotic resistance, Antibiotics, Antimicrobial, Drug treatment, Infectious, Lethal bacteria, Nose, Potential, Roundworms, Seabeds
South China Morning Post (July 30)
“Prime Hong Kong office rents have seemed to defy the laws of gravity, especially in Central where monthly rents have increased from HK$20 (US$2.56) per square foot in 2003 to almost HK$140 per square foot. In the first quarter, rents were up 6 per cent from a year ago due to supply shortages. Nevertheless we believe that the potential for further core returns is limited, as we are late in the real estate cycle.”
Tags: Core returns, Cycle, Hong Kong, Limited, Office rents, Potential, Prime, Real estate, Supply shortages
