-
Biden Steps-Up “Cold War 2” focus. on AI & Chips $ While Xi Expands EU Beachhead
Biden steps-up “Cold War 2”, focusing on new AI and advanced semiconductor foundries, while Xi Jinping expands New Silk Road industrial beachheads in the Balkans (Belgrade) and Budapest Maher-Nicolas Firzli, co-chair, City of London Investment Summit, discusses these key issues with Alaa Joudi, Asharq News with Bloomberg, focusing on the US Department of Commerce abrupt…
-
Xi Visits EU, France, Hungary & Serbia as US–China Race Accelerates Across Markets, Geographies and Industries
Chairman Xi Jinping’s week-long visit to France, Hungary and Serbia happens on the “triple backdrop” of the Ukraine-Russia and Gaza-Israel wars and the intensifying geoeconomic rivalry with the United States . . . The Chinese leader is likely to make important announcements in Belgrade and Budapest later this week, focusing on tech, AI and transportation…
-
Biden’s Infrastructure Bill and Pension Funds: An Ambitious $3 Trillion Action Plan on the Presidential Campaign Trail
Earlier today, the White House announced that President Biden would spend the next four days in his native Pennsylvania, thus leaving Washington DC conspicuously at the start of the IMF — World Bank Spring Meetings, which coincide with the start of Donald Trump’s televised “hush-money” trial in New York The “double symbolics” couldn’t be clearer.…
-
World on Edge As “Global Proxy” War Threatens to Disrupt Shipping and Energy
Greenwich Forum founder Maher Nicolas Firzli joined Asharq News with Bloomberg for an exclusive interview focusing on the economic and financial fallout from the latest round of Israeli Iranian tit-for-tat (“choreographed crisis”) As much as the Iranian regime’s response to the the April 1st consulate attack seems staged and “telegraphed” in the eyes of Biden’s…
-
China Inc.’s Investment in Saudi Arabia Rise +900% YoY Reshaping ME Tech, Tourism and Sustainable Finance
As forecast by World Pensions founder Maher-Nicolas Firzli (Asharq News w/ Bloomberg, Euromoney ECR), “China Inc.” has become the leading provider of foreign direct investment (FDI) in the Kingdom of Saudi Arabia, raising its stake by a whopping +900% year-over-year. Chinese companies added approx. $ 17. bn of new investments in the kingdom in 2023,…
-
Gold Hits New Highs, as Asian, GCC, US, EU Pension Investors Raise Allocation
A year ago (Jan. & Feb. 2023), in a series of interviews with Asharq News with Bloomberg and BBC News (Asia), World Pensions and Singapore Forum founder Nicolas Firzli predicted that “large public pension funds and sovereign wealth institutions would step-up their allocation to gold in the next 12 to 15 months, as the dual…
-
Oil Price Heading to $ 100 as Biden Campaign Puts Emphasis on “Green Growth” and Containment of “Eurasia” and the Middle East …
in this exclusive interview with Asharq News with Bloomberg (28 March 2024), Royal Greenwich Forum founder Maher Nicolas Firzli looks at the geo-economic dynamics behind JP Morgan (and Morgan Stanley’s) recent upgrade to their “target price” for oil (Brent) and oil stocks for the second semester of 2024 Russia’s planned productions cuts (500,000 bpd announced…
-
Singapore’s Strategic Role as Financial Capital of the Greater Asia-Pacific Area Bolstered by “Geoeconomics”
Maher Nicolas Firzli co-chaired the 2024 Singapore Economic Forum (SEF) & G20 Pensions Investment Roundtable (GPiR) alongside the Hon. Nick Sherrry, TWUSuper, Dr. Iuliia Shpak and Dr. Guan-Seng Khoo, EU ASEAN Centre. In this exclusive interview with Asharq News with Bloomberg held at the opening of the Singapore Forum, M.N. Firzli discusses the “changed geo-financial…
-
Getting Inflation Assumptions Rights in a Choppy Macro Environment Key for Pension and Insurance Investors
The US inflation report in February 2024 exceeded expectations, signalling possible delays in anticipated Federal Reserve rate cuts. The Consumer Price Index rose by 3.2% year-on-year, with core inflation at 3.8% … This could further hinder the Federal Reserve room for maneuver in the coming quarters We’re republishing Firzli and Franzel’s seminal inflation assumptions primer,…
-
IMF Warns Gaza, Red Sea Situation Threatens World Economy, Moody’s Downgrades Israel
In this exclusive interview croisée on Asharq News with Bloomberg, Maher Nicolas Firzli discusses the impact of the Israel–Gaza War on the world economy with Dr. M. Nidal al-Shaar, Dr. Samir Ghattas and programme host Sahar Mizari If we are to consider the Egyptian pound/US dollar exchange rate as a reflection of the pressures faced…