News related to
macro

Business confidence rises as Singapore CEOs defy global challenges with investments into generative AI, ESG: KPMG 2023 CEO Outlook

92% of Singapore CEOs anticipate growth for their businesses, a significant increase from 76% in 2022 Over half of Singapore CEOs or 52% are shifting capital investments towards skilling their workforce for an AI-driven future Majority of CEOs see their ESG investments as having the greatest impact on their capital allocation, partnerships, alliances, and M&A strategy SINGAPORE – Media OutReach – 5 October 2023 – The KPMG […]

US political circus over by no means

By Matein Khalid Congress has averted a government shutdown in October but the political circus will resume in mid November. The risk of a US and thus global recession has never been higher, this time the wolf is here. Why? One, every major US recession since 1974 has been preceded by a sharp rise in oil prices. Brent crude was $70 in early June and is near […]

Further increase in bond yields key for crypto market

By Eryk Szmyd Seasonally, the last quarter of the year was quite strong for the cryptocurrency market, and Bitcoin welcomed October with dynamic increases. It seems that the key to maintaining this state of affairs in the coming months will be not so much factors related to the crypto industry itself, but global moods. The key risk factor for cryptocurrencies is the further increase in bond yields, […]

India’s great money making opportunity

By Matein Khalid India is the crown jewel in the MSCI EM index, just as it once was for the British Empire. Yet Nifty now trades at the same stratospheric valuation as it did in December 2007, not exactly the best month in Vedic history to go long Bharati equities. Two metrics make me go gaga on Modinomics. One, the free distribution of sanitary pads to millions […]

Governor Bailey has lost his credibility

Matein Khalid It was a mini Black Thursday for debt/equities last night but it was macro nirvana for me as four trade ideas I have rhapsodized ad nauseum in the past three months have now proved, “the mettle of their pasture”, to borrow from King Hal’s speech to his English archers on the eve of Agincourt. With Taiwan Semi and AMD down 25% from recent peaks and […]

A brutal Saudi, Russian tax on global consumer

Brent crude’s meteoric 35% rise from $70 in early June to $95 as successive Saudi Arabian/Russian output cuts and a 3MBD supply deficit in the wet barrel market, have rewritten the monetary equations of global finance. This is a brutal tax on the global consumer that slams growth and boosts inflation at a time when China’s property crisis threatens a Japan style lost decade deflation, Europe’s industrial […]

De Beers Research Insights Highlight Opportunities for Long-Term Diamond Jewellery Demand Growth In China

HONG KONG SAR – Media OutReach – 20 September 2023 – De Beers Group today released its tenth annual Diamond Insight Report, focusing on the outlook for diamonds in China and how the industry can support long-term demand for natural diamonds in the country. While consumer demand for diamond jewellery in China has softened in recent years following the COVID-19 pandemic and subsequent macroeconomic challenges, the report […]

At Current Pace World To Take 197 To 430 Years To Close Gender Gap

By Dr. Gyan Pathak On the current pace of reforms, the world may take between 197 to 430 years to close the global gender gap, which means misallocation of women’s talents and abilities would remain a major issue to the detriment of societies for a long time. The estimate is based on stationarity of the […]

The post At Current Pace World To Take 197 To 430 Years To Close Gender Gap first appeared on Latest India news, analysis and reports on IPA Newspack.

Powell Fed set for a rate hike

Matein Khalid The retail sales and PPI data bombshells only reinforces my view that a pause at the September FOMC only means that the Powell Fed is certain to raise the Fed funds rate to 5.75% in November. The terminal overnight borrowing rate in this cycle could well be 6.5%. The parabolic rise in Brent crude prices from $70 in early June to $93.4 demonstrates that the […]

Customers want to know if they’re communicating with AI or a human

Salesforce (NYSE: CRM), the global leader in CRM, today released the new State of the Connected Customer report, sharing insights from 14,300 consumers and business buyers across 25 countries — including 650 from UAE. The report uncovers how AI, digital transformation, and macroeconomic trends are reshaping customer expectations and behaviors across the buying lifecycle. Key insights from the research include: * A Changing World Shakes Up Expectations. […]

Goldman Sachs Reiterates “Buy” Rating on Fosun, Recognizing Fosun’s Core Business-focused Strategy and Healthy Recovery of Core Businesses

HONG KONG SAR – Media OutReach – 12 September 2023 – Fosun International Limited (HKEX stock code: 00656, “Fosun International” or the “Company”), together with its subsidiaries (“Fosun” or the “Group”), announced its interim results at the end of August 2023. Goldman Sachs recently published a research report, recognizing the healthy recovery of Fosun’s core businesses and expressing its bullish view on Fosun’s strategy of focusing on […]

India’s G20 Summit Was A Big Success For Modi’s Electoral Prospects

By Annie Domini In hindsight, the New Delhi summit of G20 countries under India’s presidency, from September 8 to 10, could be seen as a one-size-fit-all type of clothing, which wrapped around deep differences of rival geopolitical blocs, primarily led by the United States on the one hand, and China-Russia on the other. India is […]

The post India’s G20 Summit Was A Big Success For Modi’s Electoral Prospects first appeared on Latest India news, analysis and reports on IPA Newspack.

How investment in network security is maturing

  Amr Alashaal Priorities have changed since 2021 when A10 Networks first surveyed communication service providers (CSPs) to better understand their priorities and requirements coming out of the pandemic. In 2023, the world is now a very altered place, and while the pandemic is largely over, this challenge has been superseded by geopolitical and economic uncertainty on an equally global scale. Undoubtedly, connectivity played a vital role […]

Chinese replay of Japan’s two lost decades

Matein Khalid There is now no doubt in my mind that we are witnessing a replay of the inflection point in the global liquidity cycle that culminated in the Asian currency meltdown in 1997, the TMT debacle in 2000 and the subprime mortgage crisis/credit market contagion in September 2008. China’s $5 trillion deflation nightmare has only just begun, a replay of Japan’s two lost decades with a […]

Indian Prime Minister Has A Challenging Task Of Balancing At G20 Summit

By Girish Linganna The 19-ton statue of the revered Hindu god Shiva, standing as a symbol of India’s determination to influence the global order, will undoubtedly catch the attention of world leaders attending the Group of 20  Summit  in  New Delhi on September 9 and 10.. The Nataraja dancing figure, an impressive 28-foot (8.5 meters) […]

The post Indian Prime Minister Has A Challenging Task Of Balancing At G20 Summit first appeared on Latest India news, analysis and reports on IPA Newspack.

Can India Emerge As The Second Largest Economy Of The World In 2047?

By K R Sudhaman Finance Minister Nirmala Sitharaman has reeled-out statistics on what the Indian economy would be in 2047. The projections she gave at the Global Fintech festival in Mumbai recently are quite interesting. She quoted a SBI research to say that India’s per capita income is to increase 7.5 times from Rs two […]

The post Can India Emerge As The Second Largest Economy Of The World In 2047? first appeared on Latest India news, analysis and reports on IPA Newspack.

Modi has 15 bilateral meetings lined up for G20

PM Narendra Modi is likely to hold 15 bilateral meetings during G20 summit, sources said. Among those he will hold one-on-one discussions with include US President Joe Biden and France’s Emmanuel Macron. Sources said PM Modi will hold bilateral meetings with the US president and the Bangladeshi prime minister on Friday at his official residence. […]

The post Modi has 15 bilateral meetings lined up for G20 first appeared on Latest India news, analysis and reports on IPA Newspack.

Sunlight Real Estate Investment Trust (“Sunlight REIT”) Final Results for the Year Ended 30 June 2023

“Renovate, Recover, Recycle“ HONG KONG SAR – Media OutReach – 6 September 2023 – Henderson Sunlight Asset Management Limited (the “Manager“) announces the final results of Sunlight REIT for the year ended 30 June 2023 (the “Year“). While the Hong Kong economy staged a rebound in the second half of the Year, the performance of Sunlight REIT was somewhat marred by a cyclical downswing of the commercial […]

Saudis, Russians Jolt Oil Market With Surprise Extension Of Output Cut Till Year-End

By K Raveendran Saudi Arabia and Russia have surprised global oil markets by extending their voluntary production cuts until the end of the year, sending crude prices to 10-month highs, something that was least expected. Saudi Arabia announced it will extend the 1 million bpd voluntary cuts until December 2023. Russia followed suit, making a […]

The post Saudis, Russians Jolt Oil Market With Surprise Extension Of Output Cut Till Year-End first appeared on Latest India news, analysis and reports on IPA Newspack.

Greater China Retail Supply/Demand Trends – New concepts for a changing market

HONG KONG SAR – Media OutReach – 31 August 2023 – Cushman & Wakefield, a leading global real estate services firm, today released its annual Greater China Retail Supply/Demand Trends report. According to the report, by Q2 2023, the total prime retail property stock in the core markets in the 16 major cities in Greater China we track totalled 106.0 million sq m. Many international and domestic […]

WatchFund, led by Dominic Khoo, Awarded Best Alternative Investment Manager for Greater China at WealthBriefingAsia Awards 2023

WatchFund is the world’s largest luxury watch investment vehicle, which has outperformed other alternative asset classes at the awards This marks its third WealthBriefingAsia award win since 2020, strengthening WatchFund’s position as a trusted steward of alternative investments for investors SINGAPORE – Media OutReach – 1 September 2023 – Leading alternative investment vehicle WatchFund has been named as Best Alternative Investment Manager for Greater China at this […]

Moment Introduces Third Generation T-Series Mobile Lenses to Turn Your Phone into a Better Camera

Upgrade your smartphone into a high-powered camera using Moment’s latest-and-greatest lenses. The T-series features six lenses: a 58mm tele lens, 18mm wide lens, 14mm fisheye lens, 10x macro lens, and […]

China’s Consumer Demand Decline Helping India In Getting More Foreign Investment

By Subrata Majumder Consumer demand in China plunged into deflation, reflecting onslaught on consumer price. Its consumer price index fell by 0.3 percent in July, 2023, year -on-year basis, demonstrating failure of Xi Jinping’s new policy to retrieve the economy, which was dented by zero -COVID policy and domestic oriented demand. Global analysts asserted that […]

The post China’s Consumer Demand Decline Helping India In Getting More Foreign Investment first appeared on Latest India news, analysis and reports on IPA Newspack.

Brevan Howard appoints Abu Dhabi-based Middle…