This issue is probably the longest I’ve ever written. Its sole focus is regional geo-politics, covering the developments in recent days as well as those of recent months, and also those I expect to take place in the coming months. Yet, despite its length, there is no coverage of Syria – with all due disrespect to Assad, Putin, Trump and Erdogan and due sympathy for the Kurds, this is an Israel-centred newsletter and there have been no important developments in Syria that impact directly on Israel. The same holds true for Libya, where important things are happening, but Israel is only very tangentially involved. Had there been nothing else to discuss, maybe I would have related to the Turkish operations in Syria, and in Libya, and much else – but that is hardly the case…» Read more
中央統計局が12月31日に次年度の国民経済計算データの詳しい推計を公表するのが長年の伝統だが、最終的な数字が発表されるのは第2四半期のことだ。2019年の見積もりにはあまりこれといって目立つものはなかったが、それでもいろいろな部門の経済動向を知るのには役立だった。» Read more
5TH JANUARY, 2020 Bottom line: The economy, as measured by GDP, grew by 3.3% in 2019 – similar to, if slightly less than, the previous two years. But only consumption is driving growth, with investment at a multi-year low and exports and imports both growing slowly. In 2019, the revaluation of the shekel gave real income growth an extra push, […]» Read more
22nd December 2019
On December 16, Intel announced that it had agreed to acquire Habana Labs, a 3-year-old Israeli start up, for $2bn in cash.
This deal is not “just another exit by an Israeli start-up”. It has numerous, far-reaching implications at the national and international level, as well as illustrating several key trends in the Israeli technology sector.
This note briefly reviews the key facts relating to the companies and summarises the aspects of the deal that make it so important.» Read more
インテルは12月16日、起業3年目のイスラエル新興企業ハバナ・ラボ (Habana Labs) を20億ドルの現金で買収することに同意したと発表した。» Read more
第3四半期の経常収支の黒字は39億ドルで、第2四半期より300万ドル下回った。経常収支の4つの構成要素（下記参照）はそれぞれ第2四半期と比べ低下したが、わずかな純変化が見られただけで、大きな黒字がイスラエル経済の特徴となったことを示している。この黒字はまた、シェケルが強い理由ともなっており、レビアタン油田から天然ガスの輸出が始まる予定の2020年に増加する見込みだ。» Read more