Latest news with #GlobalMarketOutlook
Khaleej Times
a day ago
- Business
- Khaleej Times
Weak dollar to unlock opportunities in emerging markets and global equities
With the US dollar at multi-year lows and expected to weaken further over the next six to 12 months, prospects are improving for emerging-market assets, a report showed on Wednesday. Standard Chartered's Global Market Outlook for the second half of 2025 projects a constructive but volatile environment for investors worldwide. In the United States, growth continues to be supported by resilient consumption and fiscal stimulus, though trade and policy uncertainty may temper momentum in the second half of the year. In Europe, fiscal easing increasingly offers support, but structural challenges persist while China's outlook is stabilising on the back of targeted stimulus and improving retail activity. Meanwhile, growth in India and ASEAN is expected to remain well-supported. 'We expect the US dollar to weaken over the next 6 to 12 months and have accordingly upgraded Asia (ex-Japan) equities and Emerging Market (EM) local-currency bonds to Overweight. Global equities also remain an overweight position across portfolios, supported by healthy earnings, easing trade tensions, and controlled inflation (so far),' the report said. Commenting on the report, Ayesha Abbas, managing director and head of affluent and wealth solutions, Europe, Middle East and Africa, and UAE at Standard Chartered, said: 'As global markets transition into a new phase, Middle East investors are well-positioned to capitalise on emerging opportunities. A weaker dollar historically supports returns across risk assets, particularly in emerging markets, which have long been core components of regional portfolios.' She added: 'This outlook underscores a critical moment for investors in the region. As the global environment adjusts to weak dollar dynamics, shifting trade policies, and diverging central bank actions, investors in the Middle East have an opportunity to reposition portfolios with greater international diversification. Asset classes such as emerging market bonds and equities across major regions (including non-US equities) are well-placed to help investors navigate volatility, capture income, and enhance portfolio resilience in today's shifting landscape.' In line with these themes, the report maintains a preference for USD-denominated bonds in the five to seven-year maturity range, citing them as the most attractive in terms of risk-adjusted returns, particularly as yields begin to ease from current levels. Meanwhile, developed market investment grade corporate bonds have been downgraded to Underweight due to tight yield premiums and slower inflows. Alternative investments are also in focus, with the bank highlighting gold as a core allocation, supported by strong central bank demand and its role as a diversifier when bonds offer less downside protection.
Arabian Business
2 days ago
- Business
- Arabian Business
Middle East investors should pivot to emerging markets and gold amid weak dollar: Standard Chartered
Investors in the Middle East should rebalance their portfolios to make the most of a weak dollar, according to a Standard Chartered report. Standard Chartered has released its Global Market Outlook for H2 2025, projecting a 'constructive but volatile' investment landscape, with Middle East investors well-placed to benefit from a weaker US dollar, resilient equity markets, and renewed momentum in emerging markets. The bank's report anticipates a softening US dollar over the next six to 12 months, and has upgraded Asia (ex-Japan) equities and Emerging Market (EM) local-currency bonds to Overweight. Standard Chartered investment report Global equities also remain favoured across portfolios, supported by healthy earnings, easing trade tensions and controlled inflation. Key takeaways for Middle East investors: Emerging markets offer strong return potential in a weak-dollar environment Gold is a core allocation, driven by central bank demand and diversification benefits 5–7 year USD-denominated bonds are preferred for risk-adjusted returns Developed Market Investment Grade corporate bonds downgraded to Underweight due to compressed yields and limited upside Ayesha Abbas, Managing Director and Head of Affluent and Wealth Solutions, Europe, Middle East and Africa, and UAE at Standard Chartered, said: 'As global markets transition into a new phase, Middle East investors are well-positioned to capitalise on emerging opportunities. A weaker dollar historically supports returns across risk assets, particularly in emerging markets, which have long been core components of regional portfolios. 'This outlook underscores a critical moment for investors in the region. As the global environment adjusts to weak dollar dynamics, shifting trade policies, and diverging central bank actions, investors in the Middle East have an opportunity to reposition portfolios with greater international diversification. 'Asset classes such as emerging market bonds and equities across major regions (including non-US equities) are well-placed to help investors navigate volatility, capture income, and enhance portfolio resilience in today's shifting landscape.' Alternative investments are also in focus, with the Bank highlighting gold as a core allocation, supported by strong central bank demand and its role as a diversifier when bonds offer less downside protection. As macroeconomic dynamics evolve — including fiscal support in Europe, stabilisation in China, and continued strength in India and ASEAN — Standard Chartered advises investors to adapt proactively to shifting trade policies, diverging central bank actions, and volatile currency trends.
Business Insider
16-06-2025
- Business
- Business Insider
Eve Holding published its inaugural Global Market Outlook
Eve Air Mobility published its inaugural Global Market Outlook. The Outlook highlights the growth and demand surrounding the urban air mobility category for the next 20 years and provides insights into the societal, regional, and use case-specific factors driving demand. Transporting Three Billion Passengers by 2045: The topline numbers from The Global Market Outlook show an estimated in-service vehicle fleet of 30,000 eVTOLs by 2045. This fleet figure will be needed to support the estimated three billion passengers, creating a potential revenue of $280 billion. Confident Investing Starts Here:
The Star
09-05-2025
- Business
- The Star
European solar report hails China's role in green energy expansion
MUNICH, Germany, May 9 (Xinhua) -- China accounted for around half of both newly added and total global solar photovoltaic (PV) capacity in 2024, a milestone hailed by European analysts as a major contribution to the world's carbon reduction goals. China installed 329 gigawatts (GW) of solar capacity within 2024, representing 55 percent of global new additions, according to a report released by the industry group SolarPower Europe during the 2025 Intersolar Europe exhibition, which just concluded here on Friday. That brought global cumulative solar capacity to more than 2 terawatts (TW) by the end of last year, with China leading at 985 GW, followed by the United States, India, and Germany, said the report, titled Global Market Outlook for Solar Power 2025-2029. "China's growth is a major achievement from a global decarbonisation perspective," the report noted. "Its comprehensive solar commitment has enabled the technology's rapid global development." Christophe Lits, senior market analyst at SolarPower Europe and co-author of the report, told Xinhua that China's influence extends beyond its domestic market. "Most of the PV products in the European market are coming from China, which has enabled the strong growth of the bloc," he said. European Union (EU) countries added about 65 GW of new solar capacity in 2024, the report showed, with Germany remaining the largest individual market. Four EU countries ranked among the world's top 10 for new installations. Lits noted that some Chinese manufacturers are investing in local production across Europe, building factories for PV models, inverters, and storage systems. "This represents a deeper level of commitment from China to increase its participation in Europe's energy transition," he said. The report underscored a significant role of solar power in the whole renewable energy landscape, forecasting global PV capacity to reach 7.1 TW as of 2030. This is expected to account for roughly 65 percent of total renewable electricity generation capacity by then.
