Bloomberg Businessweek (January 16, 2023)

Год выпуска: January 16, 2023

Автор: Bloomberg Businessweek Europe

Жанр: Бизнес

Издательство: «Bloomberg Businessweek Europe»

Формат: PDF (журнал на английском языке)

Качество: OCR

Количество страниц: 76

50 Companies to Watch

Bloomberg Intelligence tracks some 2,000 companies in sectors ranging from communications and commodities to finance and food. Bl has identified 50 that warrant a closer look this year based on a list of Focus Ideas, which combine contrarian views and upcoming catalysts for change. Our analysts consider factors such as growth prospects, resilience in an inflationary environment, changes in the C-suite, and plans for new products and services.

Russia’s war in Ukraine is important, of course, as are the shift to electric vehicles, challenges in the tech supply chain, China’s declining property market and the continuing effects of the Covid-19 pandemic.

INTRODUCTION

ECONOMICS & POLITICS

• GOP disarray in 2023 could help Biden in 2024
• Hot Seat: Pressure on Bank of Japan to chart a new strategy
• Lula’s Brazilian budget math doesn’t add up for investors
• Consumer spending is key to boosting China’s growth
• Nigeria’s next president will face some big challenges
• Polish elections offer a chance to end a costly rift with the EU
• The future of social media may rest with the US Supreme Court

CONSUMER

• A venti-size to-do list for Starbucks’s incoming CEO
• Unions make headway with white-collar and service workers
• Four-engine jumbo jets return to the skies to meet surging demand
• With more new cars on the lot, used-car prices make a U-turn
• Hot Seat: It's game on for Adidas CEO Bjorn Gulden
• Hollywood bets on a return to the multiplex

TECHNOLOGY

• Google and Meta lose their grip on the online ad market
• Al’s human trainers feel cheated
• Are you ready to ditch Twitter?
• The US pushes China into a corner on chips
• With IPOs off the table, many a startup may get bought up
• Hot Seat: Masayoshi Son keeps the faith

FINANCE

• The death of cheap money brings an outpouring of financial grief
• Harsh lessons for young bankers
• Private credit muscles out banks—and poses regulatory risks
• Recession fears give corporate bonds a long-awaited lift
• Any rebound in real estate will be all about location
• Hot Seat: Changpeng Zhao’s one big regret

GREEN/ENERGY

• The Inflation Reduction Act puts carbon capture into high gear
• The US is building an EV battery industry from scratch
• COP 28 will be another fossil-fuel-filled affair
• Europe’s energy crisis helps ramp up a shift to renewables
• The growing business of climate science
• Solar panels are beginning to turn homes into power plants
• Hot Seat: Regulators—and the right—go after ESG investing

PURSUITS

• Paris bids to steal the art spotlight from London
• Formula One wants women behind the wheel
• Hot Seat: Warner Bros. Discovery’s David Zaslav wins few fans
• Flour made from stems and husks is coming to your cookies
• The oddsmakers' take on sports, entertainment and industry
• Extended-stay hotels get a luxury makeover
• Big Data makes a big impact in sports
• Peering into the crystal glass to see what’s ahead in wine

50 COMPANIES

• Stocks to keep your eye on in 2023

RIGHTS & WRONGS

• Looking back at our predictions for 2022