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Africa China Economy Emerging Economies (ex-China) ENG Eurozone G20 / Global GCC India Latin America MENA ENG Russia & FSU United States Video ENG

Market narratives [Podcast]: Multipolarity and the intersection between economics and geopolitics

Alexandre Kateb, founder and chairman of The Multipolarity Report was the guest of Alex Proimos, CFA Market Narratives Podcast series which he runs for Investment Magazine, dedicated to the Australian institutional investors community. The 35 minutes long discussion tackled critical issues at the juncture of Economics, Finance and Geopolitics focusing on what they meant for investors. From the rise of the BRICS and the future of the US-China relationship to global inequality, the power of social networks and Big Tech, the global energy transition and the redefinition of political risk in a Multipolar World.

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Business Intelligence Economy ENG India Technology

Business Intelligence: The Battle for Digital India

At a time when China’s Tech Giants have reached and even surpassed their US counterparts, India’s Tech sector lags behind its East Asian rival in scale and scope. Yet, India is among the top three global economies in number of digital consumers. with 560 million internet subscriptions in 2018, up from 238.71 million in 2013, India is the second-largest internet subscriptions market in the world. In this Business Intelligence focus, we explore the challenges and opportunities associated with the ascent of Digital India

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Business Intelligence ENG Russia & FSU

Business & Geopolitics: A Welcome Stimulus for Russia’s Sovereign Tech Sector

The Russian Tech sector has witnessed a remarkable development over the last twenty years, moving out of a soviet state-led institutional and technological matrix into a beacon for flagship tech companies such as Kaspersky Lab, Telegram, Yandex and Ozon. The COVID-19 pandemic and recession presents both challenges and opportunities for Russia’s tech players.

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Bonds Currencies Economy Emerging Economies (ex-China) Emerging markets ENG Equities Market focus ENG Markets Sovereign Bonds

Market Focus: Increased dispersion in Emerging Markets amidst an uncertain outlook

the economies of Mexico, Brazil, Russia, India, Indonesia, South Africa and Turkey have all been hit by the coronavirus crisis. EM currencies, equities and bonds have been particularly impacted by the global market fallout that occurred in February-March 2020. As has been documented by the IIF, Global investors pulled out their funds at record speed during that acute episode of market stress. Since then, the volatility of DM and EM markets has somewhat receded and the general sentiment toward risky assets has improved, not the least because the world’s major central banks committed trillions of dollars to support the markets and to put a de facto backstop on assets valuations . However, EM assets remains vulnerable to new waves of volatility and risk aversion that would trigger additional capital outflows.

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ENG Market focus ENG Markets MENA ENG Oil Russia & FSU United States

Market Focus: Is Saudi Arabia’s “oil put” strategy reasonable ?

Alexandre Kateb was interviewed on RT International about Saudi Arabia’s “oil put” strategy following the Kingdom’s decision to flood the market with cheap oil in order to squeeze the other major oil producers.

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Bonds Economy ENG Latin America Market focus ENG Markets

Market Focus: Argentina’s upcoming sovereign debt restructuring

Once again, Argentina is embarked on a complicated debt restructuring process. This post exposes some key facts and figure and makes some observations from the macro and legal perspectives.

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Africa Business Intelligence ENG European Union

Towards a renewed partnership between the European Union and Africa

Over the past few years, the African continent has relaunched its efforts of integration, through the reform of the African Union and the launch of the AfCFTA. By 2050 the population of Africa will have doubled. By relying on its increasingly well-educated youth, it could release its extraordinary economic potential. This transformation represents an historic opportunity for binding the African and European continents to each other, something that Robert Schuman wished for several decades ago. To achieve this, it is fundamental to articulate the North-South and South-South cooperation logics in order to encourage the emergence of an economic ecosystem that is both integrated and modular. Morocco’s experience is edifying in this respect. The new European executive, after the May 2019 elections, should make integration with Africa a strategic priority. This is not only a stake for the future. It is an existential imperative for Europe, at a time when security and migration threats are intensifying. It is particularly true if Europe want to continue to have an impact in the world, when faced with giants such as China and the United States.

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Africa Business Intelligence ENG European Union

The two shores of the Mediterranean have better to share than the management of the migration crisis

North and South must develop a bold common policy that relies more on the dynamism of the private sector and civil societies, plead Karim Amellal and Alexander Kateb

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Africa Business Intelligence China Economy ENG Video ENG

China in Africa : the France 24 Debate.

    Why the backlash against Beijing? François Picard’s panel pays close attention to the terms and conditions attached to […]