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Saudi Arabia’s Vision 2030: Balancing Ambition with Economic Realities Vision 2030 is Saudi Arabia’s blueprint to develop a thriving economy and vibrant society, while importantly diversifying its income sources away from oil. This ambitious plan, however, comes at a significant cost. Since...
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Always in the headlines it seems electric cars now have to content with falling global sales. Tesla has seen deliveries drop and Ford have cut production on the much vaunted F150 lightning. Another body blow for the sector? Cost is certainly a...
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Creditor-on-Creditor Violence The surge in “liability management exercises” (LMEs) — where companies manipulate their creditor dynamics to extract concessions — has intensified, with a staggering $155 billion of debt hanging in the balance. This post-Covid default cycle is unique. It’s driven primarily...
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The latest Eurostat publication suggests that package holiday prices in Europe, have increased year on year in July by 6.6%. Prices have been trending upwards since late 2021 but this year increases have been slowing, with international travel seeing more modest increases...
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Pakistan’s Balancing Act: High Stakes of Government Debt for Banks Pakistan’s banks are walking a tightrope, with an alarming proportion of their assets tied to government debt. Estimates suggest a staggering 50-60% exposure, dwarfing the global average. This compares to less than...
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AI Growth = Pending Energy Crisis? The rapid advancement of artificial intelligence (AI) is fuelling unprecedented investment, but it’s also creating a potential energy crisis. Training and operating AI models requires an enormous amount of computational power, leading to substantial energy consumption....
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The Economics of the Olympics As the echoes of the Paris Olympics fade and the world prepares to celebrate the Paralympics, it’s a fitting moment to reflect on the financial realities of hosting these grand sporting events. The soaring costs associated with...
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Cost of living bites McDonald’s recorded its first drop in sales since the pandemic as the company published its Q2 numbers. Comparable year on year global sales were down 1% to the end of June, with both the domestic US and international...
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Japan – a true revival? Japan has seen a resurgent stock market, as can be seen from the return chart below. Given the previous hurt, and pain from investing in Japan in the late 1980’s bubble-era, which led to the stock market...
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Since Labour has come into the power the focus has rapidly turned to planning and land use with a key policy from the Labour manifesto to build 1.5 million new homes over the next parliament. Based on Government data from 2022, England...
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One of the lesser well-known market indicators is the relationship between US retail investors’ equity ownership (as a percentage of total financial assets) and the future returns of the S&P 500 Index. Typically, high household equity ownership indicates bullish market sentiment, suggesting...
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Managing Government debt with tax revenue is a balance, from James Sounders. With levels of Government debt increasing over the last few years across the world, and rival parties in the UK and US going back and forth on policies post the...
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A big debate for investors, active vs passive investing. Are active equity funds outperforming passive equity funds? Return data from active and passive managers suggests that it depends on the region. Over the last 12 months, and within most of the major...
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The most tangible investment to many is good old bricks and mortar, and the most intangible is, by its nature crypto currency. So, a mental exercise we wondered how many Bitcoins (BTC) would it have taken to buy the ‘average’ US home...
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Once Wed, Now Divided: Why M&A Deals and the ACWI Are Decoupling The relationship between the MSCI All Country World Index (ACWI) and Merger and Acquisition (M&A) activity is well known. A rising ACWI, reflecting a bullish stock market, often coincides with...