1) Four of the world’s most valuable internet companies are based in China: (via @jackdamn)
2) cash ROE is higher for North American #shale companies than it is for Global integrated companies: (via @greekfire23)
3) “40 cities worldwide are projected to have at least 10 million people by 2030” – BBG *wow Asia h/t @WorthWray
4) demographic headwinds are also present in the Euro Area:
source: Société Générale
via @WorthWray
5) working-age population as a % of total population for the G5:
*Japan needs more babies & immigrants h/t @WorthWray
6) the (not so) “great rotation” happened in 2013… bond and equity mutual fund flows from 2007 to August 27, 2014:
7) long term charts: nominal 10yr yields by country: *financial repression at work almost everywhere h/t @macrotool
8) the rise of online retail sales: via @planmaestro
9) the rise of #globalization… foreign profits’ share of US corporate income: source: FT via @PlanMaestro
10) power generated from nuclear and fossil fuels and from renewable fuels:
source: NYT
via @NickatFP
#energy
