The Strategist
Markets & Industries

Fintech lending: Popular yet controversial - 05/29/2017

The Committee on the Global Financial System (CGFS) of the Bank for International Settlements, together with the Financial Stability Board (FSB), presented their first report on fintech platforms for lending. As the sector is growing rapidly, the regulators found it interesting to measure potential impact on the nature of lending and the traditional banking industry. Their main conclusion,...

Drought in the Mediterranean spurs prices for olive oil - 05/26/2017

Price of extra virgin olive oil has increased by almost a quarter since the beginning of 2017 and has already exceeded $ 4200/t in bulk. Due to the drought in the Mediterranean this year, its production could drop sharply in Greece, Italy and Tunisia. Spain has been affected insignificantly. "The situation is terrible in Italy, in Greece and in Tunisia. Can you imagine what would happen if oil...

Six energy giants that will make money on the US-Saudi Arabia partnership - 05/24/2017

Nigam Arora, founder of the analytical company Arora Report, on how to make money on the Middle East tour of the US president. According to media reports, several agreements for a total of several hundred billion dollars were signed during the visit of US President Donald Trump to Saudi Arabia. Which companies will benefit from this and, more importantly, what is the investment potential of these...

Chinese smartphones pressing Samsung and Apple - 05/24/2017

Gartner research company reported that about 380 million smartphones were sold in the Q1 2017 around the world, which is 9.1% more than a year earlier. Market shares of the global smartphone market’s leaders, Samsung and Apple, fell by 1-3%, while Chinese manufacturers Huawei, Oppo and Vivo increased their share by 1-4%. As for the global mobile OS market, Android still leads by a large margin,...

European automakers are scaling up investments in solar panels - 05/22/2017

Several large plants for the production of electric batteries will be opened in Europe in the coming years. Their main consumers will be automotive companies. The plants are expected to become an engine on the way to increasing the market share of European energy companies. Europe, which lost the war in the solar batteries manufacturing market to Chinese competitors and survived a series of...

Africa's cocky growth - 05/19/2017

Though benefiting from little media coverage over the past years, several large areas in Africa have seemed to break free from the vicious circles of poverty and have been posting outstanding growth rates for many consecutive years. While economists often shrugged before, looking at high African growth rates, expecting them to collapse at the next political crisis, a handful of countries have been resisting crises and building their wealth and infrastructural resilience throughout instability phases, paving the way for long-term growth.

American small brands are suffering from fakes on Chinese Alibaba's sites - 05/19/2017

President of the United States Donald Trump recently praised founder of Alibaba, Chinese billionaire Jack Ma, for his promise to help small and medium-sized businesses in the US sell their products through the company's Internet platforms. This new step is expected to create new jobs in the US. However, Alibaba sites have become more of a hindrance than a help for small US businesses. In December...

Capgemini: Third of consumers are ready to fully switch to car sharing and mobile services - 05/18/2017

Consulting company Capgemini has published a study on the impact of new technologies on consumer behavior when choosing, purchasing or owning a car. 34% of respondents told that such mobile services are a worthy substitute for private ownership of a car. Researchers believe that such changes in consumers' behavior should force automakers to change their strategy. According to Capgemini’s recent...

Analyst: Dow Jones will soar by 1000 points if Trump resigns - 05/18/2017

Collapse of US stock exchanges due to the ongoing scandals around Donald Trump caused a stormy reaction among analysts. One of them, professor of the Wharton business school at the University of Pennsylvania, Jeremy Siegel, believes that if President Trump resigns, the Dow Jones index will soar by 1,000 points. Consequences of scandals, which continue to shake Donald Trump’s administration, have...

Investors are not afraid of the EU's collapse anymore - 05/17/2017

Portfolio managers of the largest investment funds have become less afraid of the EU’s collapse. Supporters of a united Europe, primarily, the centrist Emmanuel Macron, are winning, slowdown of China's economy is gradually becoming the number one risk in the investors’ view. At the same time, shares of European companies are the most popular, while investors prefer to avoid American and Russian...
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