Entries tagged with “economy”

Articles

44 articles found for economy:

  • Saudi Arabia’s "Vision 2030" to Transform its Economy

    The oil-dependent Kingdom of Saudi Arabia (KSA) has a long-term blueprint to transform itself into a more diversified economy, with non-oil government revenues projected to increase six-fold to SAR1tn by 2030.
    It’s an ambitious dream to transform an economy that relies on crude oil exports for more than 70% of government revenues.
    Deputy Crown Prince Mohammed bin Salman’s 15-year economic plan is the boldest attempt yet in the Kingdom’s history to spur additional revenue streams amid a steep fall in commodity prices.

  • Personal Finance Hacks to Revive the US Economy

    The net worth of an average American in the retirement age group of 65+ currently stands at ~$244,450; it drops to ~$94,450 if home equity is excluded. Even if one were to assume that all the equity tied up in home ownership can be tapped into by means of a reverse mortgage, an optimistic spending rule of 5% would yield an annual payout of ~$12,223, substantially short of the estimated requirement of ~$22,500 per year per person.

  • Saudi Labour Market Challenges

    In an effort to reduce unemployment, improve domestic workforce capabilities and participation, as well as boost productivity among SMEs and private sector players, Saudi Arabia is undergoing significant reforms as part of its shift toward a non-oil economy.

    This transformation will be some time in the making however, as the Kingdom has to overcome several challenges such as social dynamics of the labour market, wage disparity between Saudi nationals and migrant labourers, as well as an excessive dependence on foreign labour.

  • Indian Government Invalidates Large Currency Denominations — Could This Affect the Nation’s Liquidity and GDP?


    Remember remember
    The 8th of November
    A bid to foil terror was plot
    With scant hours to midnight
    The government done did right
    A mortal blow to the shadow they wrought.

  • Nearly One-third of Saudi Stocks are Trading Below Book Value

    Despite some headway in reducing its reliance on oil, the Saudi economy and stock market is showing signs of stress in the face of declining oil prices.

  • Saudi Arabia Budget 2017 — Expect Aggressive Deficit Reduction

    If its budget is anything to go by, Saudi Arabia sees 2017 as a glass half full.
    Assuming that global oil prices rise and they manage fiscal fine-tuning effectively, can Saudi Arabia lower deficits without raising debt?

  • The 2016 US Presidential Election - Not Your Typical Year

    While election years usually bode well for the American markets and economy, 2016 could defy the norm. The Chinese slump and slipping oil prices are likely to weigh heavily on an already ailing American economy.

  • Will Credit Growth Revive the Saudi Banking Sector?

    As Saudi Arabia begins diversifying its economy in earnest, the banking sector is looking forward to some favourable tailwinds amid government reforms and favorable demographics.

  • Why Aren’t Negative Interest Rates Feasible For Developing Economies?

    Developed nations are fast adopting the Negative Interest Rates to boost economic growth and shake off money-hoarding. The trickle-down effect of the slowdown in the developed world is impacting the developing economies.
    Naturally, we ask, “Is the unconventional policy really feasible for the developing economies?”

  • Budget 2017–18: It is What You Make of It

    Preponed, progressive, and pervasive, the Indian Government’s Budget had a few unexpected turns that could hint at things to come.

  • Will Norway Survive The Global Slump In Oil Prices?

    As lower oil prices plague markets worldwide, the Kingdom of Norway — which generates about a quarter of its GDP from the oil and gas sector — has also been affected.

  • Macau's Gaming Sector - It's a Good Time to Roll the Dice

    The preferred playground of the gambling world’s high rollers, Macau is aggressively expanding its hospitality and tourism sectors and is well on its way to becoming the premium global gaming and tourist destination by 2018.

  • China’s Pollution Problems Could be a Huge Opportunity for Industrial Wastewater Treatment Companies

    The sheer scale of the Chinese economy, growing awareness among industries about water sustainability, and government regulations demanding sophisticated wastewater treatment are driving the wastewater treatment market in China, which offers tremendous opportunities for international players.

  • Kuwait Inflation Is at Its Lowest Since March 2004

    Kuwait’s consumer inflation declined to 0.5% YoY in September 2017 following a 1.2% YoY gain in August, according to Kuwait’s Central Statistical Bureau. This was the lowest inflation since March 2004. 

  • OPEC Expects an Equilibrium in the Global Oil Demand-Supply Equation

    Although oil prices remain volatile, the anticipation of improving global economic climes coupled with a 0.6 mn bpd cut in production by non-OPEC oil-producing countries could cushion oil prices in 2017.

  • KSA’s Petrochemical Earnings Improve in 2016, but Top Line Remains Muted

    Lower oil prices coupled with weak global demand continued to weigh on the kingdom’s petrochemical sector in 2016. Gross margin expansion however, did support bottom-line growth.

  • 7 Factors That Are Holding Back China’s Shale Gas Revolution

    China’s aim to replicate the US shale gas revolution by 2020 has been stalled owing to multiple market, economic, and technological challenges.

  • The US IPO Market is on an Upswing in 2017

    While the number of IPOs in the US decreased from 275 in 2014 to 105 in 2016, the US IPO market has rebounded in 1H2017. The rebound can be attributed to a backdrop of stable economic indicators, strong job growth & improved corporate earnings, all of which should make for low market volatility in the coming quarters.

  • Fiscal Deficit Overview in the GCC

    A sustained slump in oil prices has eaten into the fiscal buffers that GCC countries built up over years of plentiful oil revenues.

    While the region witnessed an acute deterioration in its external and fiscal balances over the past three years, GCC countries anticipate a relatively lower fiscal deficit in 2017 as compared to the previous year, likely due to a series of reforms within the region as well as a rally in oil prices due to production cuts. 

  • Medical Ventilators – Witnessing Increased Patent Filing Trend In Recent Years

    Medical ventilator domain has witnessed increasing patent filing trend over the last five years

  • Dubai – A Rising Star of Medical Tourism

    A number of significant investments as well as several favorable factors have made Dubai a medical tourism hotspot in the GCC region.

  • Expect Sturdy Growth in the GCC’s Education Sector

    Most oil-exporting Arab states face the analogous challenges of fostering inclusive growth and creating job opportunities. The present slump in oil prices has exacerbated these challenges. Given the facts, economic diversification could be a viable option to boost growth, create jobs, and improve resilience to oil price volatility in the long run.

    This won’t be possible, however, unless the GCC’s education sector can gear up to give their students a fighting chance on a global playground.

  • Investing in Saudi’s Consumer Staples

    Consumer Staples, prized for their slow but steady growth in investment portfolios, are generating higher alpha than ever before.

    They’ve not only been more resilient to the usual market headwinds but also have tremendous potential to grow, bolstered by technological disruptors and a growing consumer base among the world’s emerging market middle class.

  • Demonetization’s Impact on the Indian Automotive Sector — Short-term Slump Will Subside Once Cash Flow Normalizes

    The Indian government’s bold move to invalidate large currency denominations in November has led to a severe liquidity crunch across the nation for over two months now. In an economy where dealing in hard cash is deeply entrenched, this has, invariably, resulted in a slowdown across several sectors.

    The automotive sector is among several other cash-starved sectors coping with India’s demonetization and slow transition to normalcy.

  • Inclusion in MSCI EM Index Fuelling Bullish Sentiments for the Saudi Stock Exchange

    The prospect of inclusion in the Morgan Stanley Capital International (MSCI) is fuelling bullish sentiments for the TASI, which could sustain well into the next three years. 

  • 8 Things to Look for in a Good Research Partner

    If you're in business, you're at war.

    Odds are you’re also trying to run a lean business, which means you've not got enough manpower to chuck into the trenches.

    When it comes to gathering critical information about the markets, the competitors, or even the feasibility of key business decisions; most firms operating out there have in-house research experts that are a jack of all trades, but masters of none. And this might work in few cases.

    Sometimes though, and this definitely sneaks up on the weary that aren’t wary, you’ll need to spring a little extra for situations that call for specific expertise.

    Your first big decision is whether you want to tackle this internally, or hire a Research Partner. 

  • OPEC Production Cuts Announced — Rebalancing Expected in 2017

    OPEC members agree to cut crude production to 32.5mn b/d until June 2017 — reducing global oil supplies by about 1%.

    The agreement among all 14 member countries will be effective for six months starting January 2017, with a provision to extend the deal until December.

  • Potential Business Models with emergence of Autonomous Vehicles

    Players across industries and at all levels of the value chain are constantly monitoring R&D around vehicle autonomy in their bid to understand its contribution in the ecosystem. We believe the emergence of autonomous vehicles will boost the shared economy and attract new stakeholders and beneficiaries to the ecosystem. The question then arises: how would they make money from the products and services, and which factors would determine the overall mobility cost for end users.  The article details end users’ expectations from autonomous vehicles and attempts to answer the two questions.

  • 3 Consumer Staples Stocks You Need To Get In On

    Consumer Staples, prized for their slow but steady growth in investment portfolios, are generating higher alpha than ever before.

    They’ve not only been more resilient to the usual market headwinds but also have tremendous potential to grow, bolstered by technological disruptors and a growing consumer base among the world’s emerging market middle class.

  • US Equities Rally — Is There an End ‘Round the Bend?

    An economic slowdown, while worrisome for investors, is not as concerning as the basis on which market valuations seem to have been pegged. 

  • What Will a Trump Presidency Mean for Global Markets? — A Short and Long-term Overview

    The world's waiting with baited breath to see how hawkish the Trump presidency will really be.

  • QFI Trading at TASI: Trends and Analysis

    Saudi Arabia opened its capital markets in June 2015 in a bid to attract foreign investments. The move allows foreign institutions to directly invest in shares listed on the Saudi stock exchange after obtaining a Qualified Foreign Investor (QFI) status from the Capital Markets Authority (CMA).

  • Impact of digitization on Indian E-tail market

    Digitization, aided by remarkable growth in internet and smartphone users as well as reduction in smartphone prices, has triggered a major transformation in the Indian retail market. The rapid development of the digital market, coupled with favorable government reforms, higher capital outlays, and investment by foreign majors, is driving a gradual shift from retail to online retail. The uptrend in online retail is only expected to strengthen, unleashing immense growth opportunities.

  • Innovative Plastics & Polymer Additives for Smart Packaging

    The smart packaging market is gaining traction, especially among sectors such as food and pharma, and is likely to boom in the coming years. 

  • Are business valuation approaches lagging behind?

    Traditional valuation methods (Discounted Cash Flow-DCF) have become obsolete with changes in business environment and dominance of new elements such as technology in businesses. Projecting futuristic business performance in times of ever-changing business dynamics has become a real challenge given corporate mortality rate for business that fail to adapt/rise with technology developments. In such scenarios, terminal value assumptions (used in a DCF) could significantly overvalue businesses with dynamic business models. Jitendra Pabrekar (Director @ Aranca’s Financial Advisory) discusses the key aspects of these critical assumptions surrounding the value attached to the perpetuity assumption for a business.

  • Six Sectors That Could Boom During the Trump Administration

    Here’s where to put your money if the Trump administration sticks to its guns.

  • Why Hope Isn’t Lost For the Indian Markets?

    India has been well marketed by the Prime Minister Narendra Modi with his “Make in India” campaign as a great investment destination over the past year.

  • Italy joins China’s Belt and Road Initiative – A short-sighted move?

    Italy became the first G7 country to formally join China’s Belt and Road Initiative. This move was seen with extraordinary caution in the West as Italy is a major NATO ally and any deal that tilts Italy towards China can be key challenge for the USA . Italy is currently in a vulnerable position with second highest debt to GDP ratio in the EU, after Greece. Its growth is also expected to experience a slowdown. Considering these situations, Italy aims to improve exports to the Asian Giant through the BRI project. However not everyone in Italy is onboard, coalition partner and Italy’s Deputy PM Matteo Salvini has stayed away from all official BRI related engagements to express displeasure over the agreements. The article explores a variety of political and economic angles and also explore China’s debt trap diplomacy in relation to Italy’s current financial vulnerability and analyse if the deal makes sense in the long term from an Italian perspective.

  • Indian Distressed Debt Market

    State of NPAs in the Indian Banking system and reasons for failure for previous RBI mechanisms to resolve NPAs; purpose for incorporation of IBC and procedure under IBC; Evolution of IBC and the way forward; Participant in Indian Distressed Debt Market

  • Is Carbon Fiber the Future of Construction Industry?

    Over the past century, Steel and Aluminum have replaced wood as the primary material for construction projects globally. However in recent years, carbon fiber is being increasingly used to replace steel and aluminum in construction as its low weight and high load bearing capacity make it an ideal material for retro-fitment projects. In this article we have focused on the key factors driving the utilization of carbon fiber and its potential applications in the construction industry.

  • Can Catalysts Drive Chemical Industry Away From Fossil Feedstocks?

    Increasing the contribution of renewable energy sources is one of the key themes in meeting the climate change goals set under Paris Agreement. Despite the push for renewable energy coming from regulators, the corporate sector and academia, the percentage of total global primary energy demand met by wind and solar energy is still under 2% (as per the 2016 IEA Report). In order to reduce the overall carbon footprint, it is important to not only address energy sources but also explore and use no/low carbon feedstock sources and technologies.

  • Is the ECB Fuelling an Asset Bubble in the European Corporate Debt Market?

    ECB maintains status quo; continues to blow a growing asset bubble.

  • Oil Prices May Rise if the OPEC Algiers Accord Holds

    Crude prices jump over 6% as OPEC reaches consensus on production cuts; builds hope that oil prices will rise.

  • India’s Newest FMCG Upstart is Making Rivals Sweat

    India’s newest FMCG upstart is unsettling her markets.

    A home-grown brand that touts itself as holistically ayurvedic, Patanjali Ayurveda Limited is growing aggressively enough to displace other veteran and more well-established brands in the Indian market.


Blogs

48 blog posts found for economy:


Infographics

9 infographics found for economy:


Special Reports

13 special reports found for economy:

  • China's Economy Slowing: Will Stimulus Save the Chinese Economy?

    China's economy is slowing. As the government grapples with decelerating economic growth, its monetary and

  • SAUDI ARABIA - A USD1.3 Trillion Economy by 2025

    As the exclusive knowledge partner for The Euromoney Saudi Arabia Conference 2013.

  • China Slowdown — Impact On Key Economies

    After three decades of extraordinary growth, the Chinese economy is undergoing a major transition from export and investment-driven growth to consumption and service-led sustainable growth.

    The transition is underway in the midst of a pronounced economic slowdown however, a contagion that has the potential to spill over to other economies as export-driven economies weather the effects of a Chinese slump. As waning demand from one of the world's most prolific markets has an adverse effect on global trade, commodities exporters are particularly concerned.

  • Saudi Arabia – Emergence of an Innovation Kingdom | An Aranca Special Report

    Supported by resilient collaboration between the government, academia, and industry, the Kingdom of Saudi Arabia has laid the foundation for a knowledge-driven economy.

  • Indian IPOs: The Quality vs. Quantity Conundrum

    A phenomenal rise in the variety of IPOs this year heralds India's headway in becoming a more sophisticated market

  • Market Liberalization in Saudi Arabia: Opportunities Galore for Foreign Investors

    In July 2014, authorities approved plans to fully open the Saudi stock exchange (Tadawul) to foreign direct investments (expected by 1H 2015).

  • India Budget 2014-15 Analysis

    When the Finance Minister Mr. Arun Jaitley assumed office earlier this year, he had his task cut out for him.

  • India Budget 2013-14 Analysis

    Given the limited resources at his disposal, expectations from the finance minister were low.

  • Demographics in Saudi Arabia: New Age Of Opportunities

    While Saudi Arabia's economic performance has always floated on its oil, the sands of time reveal more vernal fortunes.

  • Solar Energy Sector in the Kingdom of Saudi Arabia

    The demand for electricity in Saudi Arabia is growing at a rate of 7% per year, pushed largely by a growing population. Current capacity stands at 66 GW, which is expected to double by 2030.

    One of the largest producers of oil in the world, the Kingdom of Saudi Arabia is also the world’s sixth largest consumer of oil. 

    The domestic consumption of oil has increased at an alarming rate of 4-6%, nearly twice the rate of population growth. Demand from residential as well as commercial customers has been steadily increasing, boosted by a rapid growth in both population and industry. The global leader in crude oil exports also burns more oil than any other country to generate electricity, spending nearly $16bn every year just to cope with local electricity demand.

    If these trends continue, domestic consumption could eat into Saudi oil exports and render the Kingdom a net oil importer by 2038.

    The shape of things to come has made the Saudi government keen to explore alternative sources of electricity production.

    Solar Energy is expected to get a huge boost in the coming years taking into account environmental and health effects, the economics of solar energy, the geographical location of solar power plants, and load forecasting in Saudi Arabia.

  • European Wealth Management - An Insatiable Appetite for Growth is Imminent

    While Europe boasts about USD 73 trillion (29%) of global wealth, just  USD 14 trillion of Europe’s gross wealth is currently managed under regulated open-ended funds. Although countries like  Germany, France, the UK and Italy comprise two-thirds of Europe’s wealth, smaller core countries such as Luxembourg and Switzerland reflect higher average wealth per adult, and hence, greater wealth management opportunities.

    This is especially true in Europe. 

  • Listed Infrastructure - An Attractive Investment Alternative

    In the current global scenario where traditional asset classes no longer assure stable returns, listed infrastructure is attracting investors in a big way. In 2015, investors have largely been cautious about the equity markets due to expectations of stable growth in the US and the likely interest rate hike by the US Federal Reserve (Fed) amid declining jobless claims and improving consumer sentiment.

  • Value Stocks - At the Cusp of Re-rating

    In December 2015, the US Federal Reserve decided to normalize interest rates, with an increase in the federal funds rate, for the first time since 2006.

    This reversal in interest rates is compelling investment managers to revisit their strategies.