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Institutional Investor (January 28)

2025/ 01/ 29 by jd in Global News

“With Trump once again using tariffs as a key tool in his trade policy, investors are bracing for renewed volatility,” especially given the “frantic pace of changes.” Some investors, however, “remain optimistic about Trump’s potential economic impact.” For example, “KKR’s Henry McVey believes that strong markets and robust corporate earnings will offset any geopolitical risks and tensions.”

 

Reuters (October 2)

2023/ 10/ 03 by jd in Global News

“Tensions between the West and China are rising, from tit-for-tat trade tariffs to tech rivalry and spying allegations. The ramifications for global markets are significant, with Washington and Beijing’s determination to loosen dependence on each other fraying long-established supply chains. That could help keep inflation and interest rates elevated. Still, there are gains for emerging nations and tech giants on the right side of the power battle.”

 

Reuters (June 13)

2022/ 06/ 15 by jd in Global News

Despite tensions with the North, things are “upbeat” in Seoul. “Compared to pre-pandemic times, the capital city feels richer and more vibrant. A recent boom in local stocks, cryptocurrencies and real estate have spurred the city’s elite, unable to travel, to flex their wealth at home…. Luxury sales topped $14 billion in 2021, making South Korea one of the few markets worldwide to surpass 2019 levels.”

 

The Guardian (May 10)

2022/ 05/ 12 by jd in Global News

“Tensions between Shanghai residents and China’s Covid enforcers are on the rise again, amid a new push to end infections outside quarantine zones to meet President Xi Jinping’s demand for achieving “dynamic zero-Covid.” To express their displeasure with what are increasingly being viewed as violations of human rights and the rule of law, residents are sharing incriminating videos on social media. “Censors have been taking down many of these videos, but determined residents have continued to post them.”

 

Wall Street Journal (April 23)

2020/ 04/ 25 by jd in Global News

“As U.S.-China tensions increase, the chance of a miscalculation grows,” especially in the South China Sea. “China’s recent behavior has badly damaged its claims to be a global stakeholder that plays by the rules. The U.S. is right to make clear that it remains a Pacific power and that the coronavirus hasn’t lessened its resolve.”

 

Market Watch (August 24)

2019/ 08/ 26 by jd in Global News

“U.S. China tensions over trade policy have reached a boiling point, the only question remaining is whether business executives — and the stock market — can stand the heat…. The further upping of trade barriers, along with Trump’s forceful response, threatens to further erode already sagging business confidence and trigger more weakness in U.S. business investment, which could eventually lead to rising unemployment.”

 

CNN (January 3)

2019/ 01/ 05 by jd in Global News

“Evidence is mounting that the US-China trade war is dealing a blow to the American stock market. Stocks plunged on Thursday after Apple (AAPL) blamed a big sales miss on slowing growth in China and rising trade tensions. China’s massive manufacturing sector… has tumbled into contraction. And trade trouble helped fuel the biggest one-month decline in US factory activity since the Great Recession.”

 

Bloomberg (July 15)

2018/ 07/ 15 by jd in Global News

“As the world’s largest exporter, China continues to benefit from robust global demand, but the increase in tensions and trade barriers with the U.S. is weighing on the outlook…. President Xi Jinping may ultimately have to choose between softening his multi-year campaign to control debt levels, or letting growth dip below the target of 6.5 percent.”

 

Business Times (March 28)

2018/ 03/ 30 by jd in Global News

Kim Jong Un’s visit to Beijing “is only the latest sign of moving geopolitical plates over the Korean stand-off. Following spiralling tensions in the peninsula in 2017 over the North’s nuclear weapons and missile programmes, 2018 has brought unexpected, and what could yet prove remarkable, diplomatic respite that has seen a mini-rapprochement between North and South.”

 

Reuters (March 27)

2018/ 03/ 30 by jd in Global News

Oil prices are holding firm, “supported by concerns that tensions in the Middle East could lead to supply disruptions, although further rises expected in U.S. crude output loomed over markets.”

 

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