2024.10.15 【特別レポート】 M&Aプレミアム 『伝統的資産と異なるリターン特性により、投資家のポートフォリオ全体の分散投資を強化』
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emerging_marketに関するa1otのブックマーク (5)
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a1ot 2017/11/26
“新興国におけるGDP成長率と株価の相関度はほぼゼロ。株式投資家は、企業に投資しているのであって、国に投資しているわけではない。”- emerging_market
- developing_country
リンク -
アパレルの常識を変えたワールドとZARA、なぜ明暗が分かれたのか
1970年兵庫県生まれ。1992年東京大学教養学部卒業後、NHK入局。ディレクターとして報道番組、音楽番組を制作。 2001年米コロンビア大学経営大学院修了（MBA）。ボストンコンサルティンググループ、外資系テレビ局などを経て、2012年、作家／コンサルタントとして独立。主な著者に『ハーバードでいちばん人気の国・日本』（PHP新書）、「スタンフォードでいちばん人気の授業」（幻冬舎）、『ハーバードはなぜ日本の「基本」を大事にするのか』（日経プレミアシリーズ）など。BIPROGY（旧・日本ユニシス）株式会社社外取締役。佐藤智恵オフィシャルサイトはこちら ハーバードの知性に学ぶ「日本論」 佐藤智恵 世界に数多くのスーパーエリートを輩出してきたハーバードビジネススクール。その授業では、「日本」が教材となることも少なくないという。この連載では、作家・コンサルタントとして活躍する佐藤智恵さんがハーバー
a1ot 2015/12/04
「ザラが国内市場だけでビジネスをしていたら、これほど成長していなかったでしょう。先進国でアパレルのニーズが急速に高まることはありません。今後、成長していくのは中国、インド、ブラジル等、発展途上国 -
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a1ot 2015/10/07
「6月に始まった新興市場の相場下落は信用収縮につながり、少なくとも2017年3月まで続く見通し。投資家が新興市場に投資した資金が多くなっているため、相場下落の影響は80年代と90年代の危機時よりも広範囲に拡大する
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