Ep 191: The stock market supply is shrinking

What’s going on? The global supply of publicly listed stocks (meaning the size of new shares issued, minus that of shares bought back) is shrinking at its fastest pace in at least 25 years (JPMorgan) What does this mean? Why should I care? The bigger picture: The situation is quite adverse Zooming out: Maybe staying private isn’t…

Ep 186: Children and the economy

What’s going on? Recent research suggested that declining birth rates in many countries could reshape the global economy, which means it’s not as personal as some people might think. What does this mean? Why should I care? The bigger picture: Developing countries had better be prepared Zooming out: We may owe AI an apology Content source: 1….

Ep 185: Samsung’s shareholders – disappointed but not surprised

What’s going on? Global investors’ plans to demand higher shareholder returns from Samsung C&T (construction and engineering arm under Samsung Group) gradually ended. This suggests that South Korea’s boardroom etiquette hasn’t changed like the country aims to. What does this mean? Why should I care? The bigger picture: The Reshaping has barely started Zooming out: We all…

Ep 184: Apple x AI

What’s going on? Apple made plans to integrate Google’s Gemini AI engine into its smartphones. What does this mean? Why should I care? The bigger picture: The situation is bad, but not that bad Zooming out: Is AI better than traditional technology? Content source: Finimize (2024) Smart Phone. Available at: https://finimize.com/content/smart-phone [Accessed on Mar 19, 2024]

Ep 183: Japan’s biggest wage deal

What’s going on? Japan’s biggest union group just won the biggest wage deal, which could push up the country’s prices. What does this mean? Why should I care? The bigger picture: What’s next for BoJ Zooming out: Bright future ahead Content source: Finimize (2024) Business As Unusual. Available at: https://finimize.com/content/business-as-unusual [Accessed on Mar 16, 2024]