April 28, 2017
https://vimeo.com/215274835 Monty Guild summarizes the week of April 28, 2017 Global Markets.
They Want to Be the Greatest World Power
China Has a Grand Strategy — They Want to Be the Greatest World Power China Has a Grand Strategy — They Want to Be the Greatest World Power Next week, the Chinese government will host 28 heads of state, as well as many senior government and NGO officials, at the Read more
The Biggest Transformation of the Next Decade: Disrupting Global Transportation
The Biggest Transformation of the Next Decade: Disrupting Global Transportation Gridlock in Washington, whether real or apparent, has slowed the “Trump trade.” Market enthusiasm in the election’s wake focused on the beneficiaries of tax reform, regulatory relief, and infrastructure development, and with progress on those fronts in question, enthusiasm has Read more
Emerging Markets Look Good: An Update
Emerging Markets Look Good: An Update We wrote last week on the potential for emerging markets to regain their mojo after years of relative underperformance. During the week, positive data have continued to come in. Some data points: South Koreans will go to the polls on May 9 in Read more
Market Summary
Market Summary In the last few weeks, U.S. and world equity markets have exhibited the greatest period of weakness since January because of concerns that President Trump’s tax cuts and infrastructure spending will be delayed or abandoned — and at the same time, the arrival of fears due to Read more
India Makes Progress Under Modi’s Steady Hand
India Makes Progress Under Modi’s Steady Hand Back in September, we gave readers a rundown of the big digital strategy of India’s Prime Minister, Narendra Modi — an effort which will be critical in the unleashing of Indian economic growth and India’s rise on the world economic stage in coming Read more
Elon Musk On Our New Robot Overlords: If You Can’t Beat ‘Em, Join ‘Em
Elon Musk On Our New Robot Overlords: If You Can’t Beat ‘Em, Join ‘Em Elon Musk is a larger-than-life titan of industry — the modern equivalent of Gilded Age figures such as Carnegie, Vanderbilt, and Rockefeller. The style may have changed, but the essence is the same: bold innovators and Read more