Forbes (October 15)
“Amid chatter about the ‘Japanification’ of China’s economy, it’s wise to keep an eye on how Beijing’s troubles might scuttle Tokyo’s recovery, too…. Japan is uniquely vulnerable to China’s downshift amid myriad global headwinds and other dynamics—including controversies over patents.”
Tags: Beijing, China’s economy, Controversies, Downshift, Headwinds, Japanification, Patents, Recovery, Tokyo, Troubles, Vulnerable
Washington Post (October 1)
“Offices in many of the world’s major cities are struggling to find workers to occupy them.” In contrast, during 2023 “Tokyo will add some 1.26 million square meters… of new office space, with little trouble occupying it…. Foreign investors, some of whom are dumping properties overseas, are snapping up buildings.” While Tokyo’s post-COVID recovery “has been more circuitous…it may be more complete than global peers.”
Tags: 2023, Buildings, Circuitous, Foreign investors, Major cities, Office space, Overseas, Post-Covid, Properties, Recovery, Struggling, Tokyo, Workers
Institutional Investor (February 27)
“After a tumultuous 2022, many investors breathed a sigh of relief when the stock market began to show signs of recovery in January. But… the current upswing may not last long, because economic fundamentals continue to paint a gloomy picture for the year ahead.”
Tags: 2022, Economic fundamentals, Gloomy, Investors, January, Recovery, Relief, Stock market, Tumultuous, Upswing
Straits Times (December 30)
“By sheer international travel volume, Changi Airport topped the Asia-Pacific region, beating Bangkok’s Suvarnabhumi Airport and Seoul’s Incheon International Airport by quite a distance: 32 million passengers handled to the other two’s 18 million each. In terms of recovery, it is also finishing by as much as 10 percentage points higher than the South-east Asia average.”
Tags: Asia-Pacific region, Bangkok, Changi Airport, Incheon International Airport, International, Passengers, Recovery, Seoul, Suvarnabhumi Airport, Top, Travel volume
Reuters (July 21)
“Worries over a global slowdown are casting a shadow over Asia’s recovery prospects with factory activity growth slowing in Japan and Australia, keeping pressure on policymakers to support their economies while tightening monetary policy to combat inflation.”
Tags: Asia, Australia, Factory activity, Global slowdown, Inflation, Japan, Monetary policy, Policymakers, Recovery, Slowing, Support, Tightening, Worries
Reuters (May 27)
Covid-related restrictions “have battered the world’s second-biggest economy even as most countries have been seeking to return to something like normal.” Although “China’s economy is now staggering back to its feet,” the recovery remains “grinding and partial… with businesses from retailers to chipmakers warning of slow sales as consumers in the country slam the brakes on spending.”
Tags: Battered, Businesses, China, Chipmakers, Consumers, Covid, Economy, Grinding, Normal, Partial, Recovery, Restrictions, Retailers, Sales, Staggering, Warning
Financial Times (May 6)
“The yen may very well experience further depreciation pressure over the coming weeks… we are in a complex and volatile period for global markets.” Beyond that, however, “there are a number of paths to recovery for the yen…. Investors can anticipate a rebound in the yen over time and should consider owning this haven asset as a hedge against global recession and other tail risks.”
Tags: Anticipate, Asset, Complex, Depreciation, Global markets, Haven, Hedge, Investors, Pressure, Rebound, Recession, Recovery, Volatile, Yen
Wall Street Journal (January 6)
“Investors are bracing themselves for volatility in 2022. Easing supply chain snarls, potential interest rate increases and slowing growth in corporate earnings are all being closely watched. Contributing to the murky picture: a mixed economic recovery, complicated by the fast-moving Omicron variant of Covid-19, which is making it harder for investors to consider whether to readjust portfolios toward value stocks.”
Tags: 2022, COVID-19, Earnings, Growth, Interest rates, Investors, Murky, Omicron, Portfolio, Recovery, Slowing, Snarls, Supply chain, Variant, Volatility
Barron’s (December 10)
As it attempts to address inflation without derailing the recovery (or worse), the Fed will be walking a tight rope. On the upside, “the banking system is now both better capitalized and less exposed to illiquidity risk than in the past.” Moreover, “both households and firms are in better shape to weather higher interest costs now than they were in 1981 or, indeed, other episodes of monetary tightening.”
Tags: Banking system, Capitalized, Derailing, Exposed, Fed, Firms, Households, Illiquidity, Inflation, Interest costs, Recovery, Risk
New York Times (December 7)
“Stocks have swung wildly since the Omicron variant of the coronavirus emerged, once again raising concerns about the pandemic’s potential to damage the global economy.” In two years of “market upheaval,” a pattern has emerged. “Each bout of pandemic-driven volatility in the stock market since February 2020 has been shorter than the one before, and followed by a recovery to a new high. “
Tags: Coronavirus, Global economy, Losses, Market upheaval, Omicron, Pandemic, Peak, Recovery, S&P 500, Stocks, Volatility
