Global Capital Observer

The ESG Debate Unfolding Between Ideological Commitment and Financial Pragmatism: ESG has become ‘the’ buzzword in the finance industry, and for some time, the intersection of ESG considerations with investment strategies showcased a vivid contrast between companies that embraced (ESG) sustainability and those that did not, with significant implications for asset value and performance. However, some are starting to doubt its importance and to question whether it’s truly valuable and not another case of corporate drivel. https://lnkd.in/eJ4Ty67x

The EO # 7 is out now: Italy's resurgence and Germany's challenges hint at a more cohesive Eurozone; concurrently, China and Japan's defense hikes and key M&As like Vodafone's Italian exit underscore strategic global shifts. https://lnkd.in/e4K6B-k5

Since Russia invaded Ukraine in February of 2022, they have displayed a remarkable ability to evade economic sanctions imposed by both the United States and the European Union. Despite concerted efforts to strangle its financial lifelines, Russia has remained resilient and strategic in its maneuvering of financial assets https://lnkd.in/ev55kNKC

Argentina’s current anti-political establishment fever, and Milei’s radical proposals are hopeful signs that the country is waking up from self-destructive lethargy. The international community also wants Argentina to recover and is offering support, evidenced by the IMF’s public praise of Milei’s ‘shock therapy’. From the perspective of an investor, the opportunity for a quick profit is there but risks are still high, may be too high for retail investors. It is an evolving situation. Investors with high risk tolerance should keep an eye on Argentina, maybe build a small position and be ready for further accumulation or complete divestment. READ MORE IN THE LINK BELOW https://lnkd.in/eMK7Uk2g

The EO # 6 is out. What's in store for the US labor market, an insight into the falling price of AAPL stock, and US foreign policy developments in the Caribbean. https://lnkd.in/eUR2qHPr

The Economic Echo # 5 is out. Read about our take on the Fed’s hesitancy to lower rates, Boeing’s drama, and the rise of deal-by-deal investments. https://lnkd.in/eUR2qHPr

Edition 4 of the EO is out now on the globalcapitalobserver.com page. You can learn about our takes on the 2024 elections, how that might affect investors, and the lackluster performance of the Chinese equity market.

Edition 3 of The Economic Echo is out now. Read about tensions between the US, China, and the WTO, credit card delinquency rates, and record levels of US household debt. Access The EO through our link below

Don't miss this week's edition of 'The Economic Echo'. Learn everything from the recent surge in Ferrari stock (RACE), to new insights into the labor market. https://lnkd.in/eZUTkYmW

Our first edition of The Economic Echo #1 discusses Q4 2023 GDP figures and their relevance, as well as a brief look at performance in US and International stock markets. Access our newsletter through our website and subscribe for weekly updates on everything an investor should be aware of coming into 2024.