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Author Archives: Mart
Insourcing is All the Rage
Rising wages and poorer productivity growth is shifting the global terms of trade, to the advantage of the West, as I pointed out in Bursting the Bubble of Chinese Competitiveness last year. But there are some interesting manufacturing synergies as well, which lie behind General Electric’s decision to move much of its far-flung appliance manufacturing operations back home and Apple' decision to start manufacturing in the US, as this article on the“in-sourcing” boom in the Atlantic explains.
Posted in Companies, Economy, Uncategorized Tagged Apple, China, General Electric, In-Sourcing Leave a comment
Hurricane Frequency – the Facts
Atlantic hurricane frequency has not increased since the late 1800s despite any warming of sea surface temperatures (Vecchi and Knutson 2011). Estimates of global and Northern Hemisphere Accumulated Cyclone Energy (ACE) from 1971 to the present indicate that they are close to their lowest levels since the late 1970s. According to NOAA, this is the [...]
Posted in Uncategorized 1 Comment
A Series of Unfortunate Events: Scenario planning in an uncertain world
I wrote a white paper for Aberdeen Asset Management's investor conference in November 2011, on the big four themes dominating investor's thoughts: An American revival, a Chinese hard-landing, the West's lost decade, and the prospect of a euro-zone break-up. Still makes compelling reading a year on:
Posted in Economy, Fund Management Leave a comment
Is a Global Aviation Trade War About to Break Out?
The EU’s emissions trading scheme could trigger a full scale global aviation trade war within weeks. A total of 30 countries which signed the Moscow Joint Declaration in February – including Russia, India, and the US - have threatened to retaliate. But China has upped the stakes by warning that it is prepared to impound European aircraft, if the EU punishes Chinese airlines for non-compliance, according to Reuters.
Posted in Companies, Global Warming Scare, Politics Tagged airlines, China, climate change, EU, IATA, India, Russia, US Leave a comment
Damage to Business Forces British Columbia to Rethink Carbon Tax
Here is more evidence of the global retreat from climate change policies. British Columbia, which enacted a bold set of climate change policies designed to dramatically reduce its greenhouse gas emissions five years ago, has now called for an extensive review, National Geographic reports.
Posted in Economy, Global Warming Scare Tagged California, Canada, climate, Western Climate Initiative Leave a comment
Looming Electricity Shortages are Killing Jobs in Britain
Disadvantaged by carbon emissions regulations, the developed world is losing jobs to the developing world at an alarming rate. But nowhere is investment more threatened by energy policy than in Britain, the only country in the world which is committed to closing down virtually all of its economy, so that it can cut emissions of carbon dioxide and other greenhouse gases by 80% of 1990 levels by 2050.
Posted in Economy, Global Warming Scare, Uncategorized Tagged chemicals, China, energy crisis, Germany, Japan, nuclear energy, pharmaceuticals, UK, wind energy Leave a comment
Starbucks makes one of the emptiest threats in the history of business