@Ivn_unalcoyano Ni KKR es un hedge fund ni lo de Condis es un “saqueo”. Las recapitalizaciones suelen hacerse cuando la inversión va bien. Si luego fracasa, suele deberse a factores externos. Ej.: Toys R Us o Itevelesa, afectada por recortes regulatorios. Amigo “economista”, revise sus datos.
High dependency on imports in foreign currency? No problem! Get the local Import-Export bank to provide trade finance facilities in order to boost regional trade and synthetically stabilize FX reserves. #Afreximbank
Just as in 2016, the market is pricing in easing taxation from the Trump administration. Tariffs will be the second driver of a stronger dollar, but this USD rally is lot due to a stagnating Eurozone. That is probably coming, just not yet…
Demand for Jet Fuel, excluding pandemic costs, has tracked historical averages. Is this good or bad? I think none of the above. This is standard. Feasible alternatives aren't out in the market yet. Interesting to see price of jet fuel jump in the vacation months. Of course.
Electric vehicles uptake in china pose a demand risk for oil producers in the coming decades. China is the world's second biggest consumer of oil. Caution.