INSUBCONTINENT EXCLUSIVE:
Rapid CEO changes in US companies, SoftBank in Trouble and the history and future of debt in this week’s Brave New World.
'US based
companies announced 159 CEO changes in August, 28% higher than the 124 CEO exits in July and the most ever in a month, according to business
and executive coaching firm Challenger, Gray - Christmas.’
The Company is not even getting $10 B valuation now..the market undertone is
changing
Jim Reid of Deutsche Bank came out with a report on “The history and future of debt”
The cover itself tells you what comes next and smart investors are already preparing for it by changing their asset allocation
'Global trade
contracted in the first seven months of the year as political uncertainties intensified and the US-China trade war became more disruptive,
resulting in a geographically widespread loss of trade momentum.'
This is simply incredible
Buying health insurance for a family now costs the same as buying the family a new car every single year.
This kind of fall happens only
when there is an economic shock
Softbank in trouble?
SoftBank crashed from 100$ levels to 40$ levels So far -60% in just a
quarter.
VisionFund filled with junk like WeWork backfires.
There are only 77 stock 1 b and they are down 15%
Most stocks are just loosing money
(chart courtesy: Societe Generale)
Chinese universities produced a record 8.3m grads this summer.
Up from
5.7m a decade ago -> 2/3 of job market entrants in 2019 will be college grads v
1/2 three years ago = huge challenge for Chinese labour market policy
economist.com/china/2019/08/01/the-growing-ranks-of-unemployed-graduates-worry-chinas-government…
