2021.2-3、What Comes Next-評価3.8¶
作成日：2022.2.9（水）、変更日：2022.2.9（水）
基本情報¶
以下の本（英語版）を読みました。
Fortune、February/March 2021、For business, for economy, for the battle against COVID-19, what comes next
ポイント¶
- Cover広告： MWC Shanghai 中国語サイト
MWC Shanghai is where the mobile industry's influences gather, CEOs meet, and innovators get a glimpse of the future.
主催者紹介（中国語）： GSMA GSMA 代表全球移动运营商的共同权益。GSMA 在更广泛的全球移动生态系统中连结着 750 多家移动运营商和将近 400 家企业，其中包括手机与终端制造商、软件公司、设备供应商、互联网企业，以及相关行业组织。GSMA 每年在 巴塞罗那 、 洛杉矶 和 上海 举办业界领先的 MWC 大会，以及 Mobile 360 系列区域会议。更多有关 GSMA 信息，请阅览 www.gsma.com，或关注 Twitter: @GSMA 和微信公众号: GSMA_MWCS。
- Table of Contents
P9 Is America giving up on working women? By Maria Span & Emma Hinchliffe. Employment of women during the pandemic.
P55 The world's most admired companies, Fortune's annual ranking of corporate reputation. By Scott Decarlo & Matt Heimer
- P18 The overlooked tech portfolio, By Jen Wieczner
Market winner during pandemic: Tesla, Zoom, FAAMG (Facebook, Apple, Amazon, Microsoft, Google).
FAAMG accounts for almost a quarter of the market capitalization of the S&P 500 by year's end.
- P30-32 What comes next, Coping with the new normal. By Brian O'Keefe
The big tech FAAMG as a share of the S&P 500 index, 5 companies' aggregate: 23.1%, as of the beginning of 2021
- One year return for tech stocks, total return from 1/24/2020 through 1/25/2021
APPLE: 81.2%
Amazon: 76.9%
Microsoft: 40.6%
Alphabet: 29.2%
Facebook: 27.6%
S&P Index: 19.1%
- P32-39 What comes next, The most prepared woman in Washington, Trasury Secretary Janet Yellen
$68.1 billion: US trade deficit with China in November, a 14-year high. Despite tariffs imposed under President Trump, the $61.2 billion in consumer goods imported from China to the US was the highest on record.
- P48- What comes next, Busted Stagecoach, can Charlie Scharf - or anyone - fix Wells Fargo? By Ray Mashayekhi
- Total returns for the "Big Four" bank stocks, cumulative from Dec. 31, 2015 to Jan. 20, 2021. Below is the return as of Jan. 2021:
JPMorgan Chase: 138.7%
Bank of America: 112%
Citigroup: 36.9%
Wells Fargo: -29.4%
- P55 The world's most admired companies, Fortune's annual ranking of corporate reputation. By Scott Decarlo & Matt Heimer
Apple, Amazon and Microsoft hold the top three spots.
Apple tops the roster for the 14th year, based on the poll of 3,800 corporate executives, directors, and analysts.
No.4 Walt Disney
No.5 Starbucks
No.6 Berkshire Hathaway
No.7 Alphabet
No.8 JPMorgan Chase
No.9 Netflix
No.10 Costco Wholesale
No.11 Walmat
No.12 Salesforce
No.24 3M
No.31 Toyota
No.37 Nvidia
No.40 Adobe
No.41 IBM
No.42 Abbot Laboratories
No.50 Paypal
- P58 CEOs underrated / overrated, which CEOs deserve more attention and which get too much. Fortune asked executives and directors for their votes.
- Underrated
Satya Nadella, Microsoft
Mary Barra, General Motors
Tim Cook, Apple
Doug Mcmillon, Walmart
- Mark Zuckerberg, Facebook
Jeff Bezos, Amazon
Elon Musk, Tesla/SpaceX
Jamie Dimon, JPMorgan Chase