Tarekcoin👾 (@tarekfad) 's Twitter Profile
Tarekcoin👾

@tarekfad

Finance, Football (@LFC), Travels. *Personal Views* not those of my employer. Not investment advice, solicitation or for profit. Founder #tarekcoin👾 @LSEalumni

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calendar_today03-04-2009 17:33:21

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New law still to be implemented but for context UNCTAD estimated cumulative FDI in seven years between 2017-23 at $81.3bn versus $132.6bn for UAE.

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Thoughts on London: * City’s demise greatly exaggerated. Walkable, liveable, vibrant, historic * No coincidence most successful UK city is most multicultural * Publicly owned Tube better than private railways * Southbank redevelopment & Elizabeth Line game changers for residents

Thoughts on London:
* City’s demise greatly exaggerated. Walkable, liveable, vibrant, historic
* No coincidence most successful UK city is most multicultural 
* Publicly owned Tube better than private railways
* Southbank redevelopment & Elizabeth Line game changers for residents
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The PIF pivot towards its domestic agenda has been increasingly evident since the pandemic.⁦⁦ Delivering Saudi Vision2030 is the priority. Five years to go! via Natasha Turak⁩ cnbc.com/2024/08/23/sau…

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“Given the five-year time frame remaining to realize the Vision 2030 plan, I fully expect the PIF to prioritize domestic capital allocations for the next few years” via ⁦Sebastian Castelier⁩ ⁦AL-Monitor⁩ emailcampaign.al-monitor.com/t/t-e-sluihe-v…

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Article by ⁦⁦Matt Smith⁩ for ⁦AGBI⁩ on the higher dividend payouts by some Saudi companies with significant PIF shareholding. Strategy or economics? search.app/YjZmTQS6BNzuSo…

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My latest Arabian Market commentary is about US fiscal risks, Southern Europe's misguided economic trajectory and the GCC delivering change. slideshare.net/slideshow/the-…

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Paying for two kids in school and private healthcare for the family in Dubai? You need to be earning a lot of money! bloomberg.com/news/articles/…? via Nicolas Parasie

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Finally some relief for short term interest rates in the GCC. Saudi 3 month SAIBOR now at its lowest levels in around 15 months.

Finally some relief for short term interest rates in the GCC. Saudi 3 month SAIBOR now at its lowest levels in around 15 months.
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In the world's largest car market, China (25.8m cars sold in China 2023, v. 15.4m in the US, 12.8m in Europe), EVs are now 51% of all cars sold Watch demand for oil crash by 2030, driven by the electrification of transport + renewables and BESS getting insanely cheap #climate

In the world's largest car market, China (25.8m cars sold in China 2023, v. 15.4m in the US, 12.8m in Europe), EVs are now 51% of all cars sold

Watch demand for oil crash by 2030, driven by the electrification of transport + renewables and BESS getting insanely cheap

#climate
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“The Gulf #IPO market remains buoyant. In a global context, the #GCC remains one of the most active markets for IPOs” via Matt Smith at AGBI #SaudiArabia #UAE agbi.com/analysis/banki…

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Delighted to collaborate with Noorhan Al-Zan and ⁦Bahrain Bourse⁩ on episode 2 of Markets Talk Show in which we discuss the importance of saving and investing. Start early, stay diversified and be patient. Thanks for the invitation, and the make-up! linkedin.com/posts/bahrain-…

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“Dubai’s economy is built on real estate and hospitality, so when that virtuous cycle is in motion it tends to do very well. I don’t foresee these sectors being hit especially hard but the froth of this year might be taken out” via ⁦Matt Smith⁩ agbi.com/analysis/marke…

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“The big issue over the past few years is the extent to which the active managers remain underweight on the #GCC in general and #Saudi Arabia in particular”. Money is flowing, but it’s a process. Article by ⁦Matt Smith⁩ for ⁦AGBI⁩ agbi.com/analysis/marke…

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Oil at $287 per barrel? Oil is has historically moved in-line with Gold but decoupled since 2014. If Oil were to match the rally in Gold its price would be $287! And if Gold reflects the devaluation of fiat money it suggests that Oil is down by 77% in real terms since 2000.

Oil at $287 per barrel? 

Oil is has historically moved in-line with Gold but decoupled since 2014.
 
If Oil were to match the rally in Gold its price would be $287! And if Gold reflects the devaluation of fiat money it suggests that Oil is down by 77% in real terms since 2000.
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Lots of speculation about what might happen to energy markets but this is an interesting take by ⁦Massoud A Derhally マスード⁩ “US Strike on Iran Fuels Fears of Broader Mideast War” energyintel.com/00000197-965c-…