Description: Food security is behind ChemChina’s $43 billion takeover of Syngenta. Source: Fortune.com – video report Date: April 21, 2017 Link: http://for.tn/2pWStmR Questions for discussion: How is this acquisition different from other M&A deals that have taken place in this industry? How do you think Chinese government ownership will influence the firm and the industry… Read more »
Posts Categorized: Economic Analysis
Description: Paul Tudor Jones is a reclusive hedge fund legend who never talks to the press. Source: CNBC.com Date: April 21, 2017 Link: http://www.cnbc.com/2017/04/21/hedge-fund-legend-paul-tudor-jones-says-this-chart-is-terrifying-and-should-freak-out-the-fed.html Questions for discussion: Summarize the analysis presented in the report. How much influence do you think Paul Tudor Jones has over investor’s perceptions of risk?
Description: We sat down with Voya Financial CEO Rodney Martin to get the advice he gives his customers about investing long term. Source: Fortune.com – video report Date: April 14, 2017 Link: http://for.tn/2nNgsbE Questions for discussion: Summarize the key points made by Rodney Martin. Which do think is most important to investors today?
Description: Along the cobblestone streets of SoHo, Chanel handbags and Arc’teryx jackets are displayed in shops like museum pieces, harking back to the height of the neighborhood’s trendiness. But rents there are softening, and the number of vacant storefronts is rising. Source: NYTimes.com Date: April 15, 2017 Link: https://www.nytimes.com/2017/04/15/business/retail-industry.html?ref=business&_r=0 Questions for discussion: What can management… Read more »
Description: Plus what you need to know about interest rates. Source: Fortune.com – video report Date: March 10 , 2017 Link: http://for.tn/2m7EVCV Questions for Discussions: What does the Federal Reserve do to control inflation? As interest rates rise, how will businesses, consumers, and savers likely respond? What does this mean for investors?
Description: BEIJING — China struck $225 billion in deals to acquire companies abroad last year, a record-breaking number that signaled to the world that Chinese business leaders were hot to haggle. Source: NYTimes.com Date: Mar 12, 2017 Link: https://www.nytimes.com/2017/03/12/business/dealbook/china-deals-capital-controls-hollywood.html?ref=business&_r=0 Questions for Discussions: What does the report suggest is happening now with Chinese foreign investing? What… Read more »
Description: He is the most successful and influential investor you have probably never heard of. Source: NYTimes.com Date: Feb 06, 2017 Link: https://www.nytimes.com/2017/02/06/business/dealbook/sorkin-seth-klarman-trump-investors.html?hp&action=click&pgtype=Homepage&clickSource=story-heading&module=second-column-region®ion=top-news&WT.nav=top-news&_r=0 Questions for Discussions: Summarize the opinions presented and the explanations provided. Do you agree with these sentiments?
Description: LONDON — The risk of an escalating trade war between China and the US is rising fast. Source: BusinessInsider.com Date: Feb 07, 2017 Link: http://www.businessinsider.com/goldman-sachs-how-donald-trump-will-escalate-a-trade-war-with-china-2017-2 Questions for discussion: Summarize the arguments presented in this opinion piece. Do you agree with this line of thinking? How should investors deal with this risk?
Description: WASHINGTON (MarketWatch) — Is a 1994 trade deal with Mexico really as one-sided as President Donald Trump claims? Does Mexico benefit much more than the United States? A close look at trade between the two countries shows the answer is not cut and dried. Source: MarketWatch.com Date: Jan 27, 2017 Link: http://www.marketwatch.com/story/trump-calls-us-mexico-trade-one-sided-heres-the-reality-2017-01-26 Questions for… Read more »
Description: The dollar, Russia, China, Mexico are just a few of the risks of a Trump presidency as Wall Street awaits inauguration Source: MarketWatch.com Date: Jan 20, 2017 Link: http://www.marketwatch.com/story/trump-inauguration-set-to-unleash-cascade-of-stock-market-anxiety-2017-01-19 Questions for Discussions: Summarize what the article says about this transition period and risk perceptions. Do you agree with the assessments?