A large part of investing is envisioning the future. And the future is often unpredictable.
Here are some "outrageous" predictions for 2022 by a global fund house. These may not play out, but they give a good perspective on the ever-changing global economy. And a fun read.
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Here are some "outrageous" predictions for 2022 by a global fund house. These may not play out, but they give a good perspective on the ever-changing global economy. And a fun read.
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The key theme is "Revolution". A culture war is raging and the polarization is visible:
Centralized vs decentralized
Fossil fuels vs green energy
Traditional education vs alternatives
Free markets vs government intervention
Buy-backs vs R&D spending
and a lot more..
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Centralized vs decentralized
Fossil fuels vs green energy
Traditional education vs alternatives
Free markets vs government intervention
Buy-backs vs R&D spending
and a lot more..
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Here are the outrageous predictions:
1. The plan to end fossil fuels may be put on a break!
Why? Green energy transition has big dependence on fossil fuels. Surging fuel & metal prices due to cutting down of new mining is derailing the budgeted cost for Green capex.
More:
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1. The plan to end fossil fuels may be put on a break!
Why? Green energy transition has big dependence on fossil fuels. Surging fuel & metal prices due to cutting down of new mining is derailing the budgeted cost for Green capex.
More:
3/n
3. Facebook brand makeover (meta) fails.
Fact: In 2012, 94% of US teens had a FB account and it's only 27% now due to privacy concerns. Zuck wants the youth back via Meta image.
What happens: Investors see through the core issue and leave. FB fails to acquire Tiktok/ Snapchat.
Fact: In 2012, 94% of US teens had a FB account and it's only 27% now due to privacy concerns. Zuck wants the youth back via Meta image.
What happens: Investors see through the core issue and leave. FB fails to acquire Tiktok/ Snapchat.
4. India joins the Gulf Cooperation Council & changes global dynamics
Fact: India is highly reliant on the Gulf for fuel. The Gulf needs India for tech talent and investment avenues. An alliance gives energy security to India & growth for GCC, when west is getting polarized.
Fact: India is highly reliant on the Gulf for fuel. The Gulf needs India for tech talent and investment avenues. An alliance gives energy security to India & growth for GCC, when west is getting polarized.
5. US monetary policy fails and inflation breaches 15%
In 1970-80s, US inflation had reached 20%+ due to delay in FED policy measures. The prediction says FED may be missing the completely changed labor dynamics in the US.
In 1970-80s, US inflation had reached 20%+ due to delay in FED policy measures. The prediction says FED may be missing the completely changed labor dynamics in the US.
6. Medical breakthrough extends human life expectancy by 25 years!
DNA sequencing and genomics may be at the tipping point. Covid induced research has increased our understanding of human cells.
Thought experiment: The implications of this may be realignment of economic model!
DNA sequencing and genomics may be at the tipping point. Covid induced research has increased our understanding of human cells.
Thought experiment: The implications of this may be realignment of economic model!
7. US may face a big constitutional crisis in a year.
8. The rise of Women Reddit Army
Fact: The pandemic has expanded the gender gap. As per WHO, it will take 136 years to bridge the gap versus 99 years before the pandemic.
What: Women start a revolution in 2022.
PS: We think this would be worth it!
Read: @khushbooverma_
Fact: The pandemic has expanded the gender gap. As per WHO, it will take 136 years to bridge the gap versus 99 years before the pandemic.
What: Women start a revolution in 2022.
PS: We think this would be worth it!
Read: @khushbooverma_
Link to the original source:
home.saxo
home.saxo
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