The recently published US inflation data, which came in lower than expected, has brought some relief to financial markets. As a result, interest rates declined while equity markets experienced a rise. The real estate sector, known for its high correlation with interest rates, greatly benefited from this trend, a pattern that has been evident over the past year. However, listed ...
Green transition in developing countries severely impacted by rising capital costs
Constructing large-scale renewable energy projects necessitates substantial capital, often leading to the need for loans. While essential, these loans introduce additional costs to the capital. Such added expenses can significantly affect projects like wind or solar parks, or grid expansions. Consequently, these costs from loans influence the overall cost of electricity. This e ...
The showdown of Cash vs. Accounting magic
Most media, analysts and investors tend to overly focus on revenue growth and associated net profits. By following their reports and responses to the publication of quarterly results it always comes down to if earnings per share (EPS) beat consensus expectations and by how many cents. Moreover, companies also need to upgrade their next quarter’s EPS guidance by a healthy margin ...
Green African pathways towards continental electrification
The Sustainable Development Goal (SDG) of the United Nations sets a blueprint to achieve a better and more sustainable future for all to be achieved by 2030. One of these goals is to ensure universal access to affordable, reliable, and modern energy services and substantially increase the share of renewable energy in the global energy mix. While Africa is in prime position for ...
Embracing the long game in turbulent markets
Source: Bloomberg, Peters Financials In times of market volatility, where fluctuating interest rates, economic instability, and geopolitical conflicts stir the pot, it's understandable for investors to experience feelings of uncertainty, doubt, and despondency. It's in these moments that the advantages of long-term investment strategies come into sharper focus, highlighting th ...
The disruptive potential of African hydrogen in the energy and chemical industry
Hydrogen gas () is mainly used in the (petro)chemical industry, with China leading the charge by consuming 23.9 million tonnes per year of the 87.2 million tonnes globally. Hydrogen can be used for the production of fertilizers, ammonia and fuel as well, having the capacity to generate heat of more than 1000°C without emitting CO2. Driven by the world’s efforts to achieve net z ...
Beauty is in the eye of the beholder
Big Tech's earnings power and their pivotal role in S&P's gains In the last ten days, five out of the seven leading big tech firms have released their earnings reports. Considering the significant market attention these results have attracted, it's clear that such quarterly earnings disclosures are tremendously important. Indeed, they hold considerable significance, especi ...
Why Europe’s time to investment in water security is now
Water is widely recognized as the source of life, a fact underscored by scientists' search for it on distant planets as evidence of potential extraterrestrial life. However, the critical role and value of water on Earth are often underestimated. With significant socio-economic dependencies on water, coupled with rising demand and the financial repercussions of extreme weather e ...
Ripples of progress: The journey from landlines to the Horizon of 6G
Europe's telecommunication equipment titans navigate market turbulence This week, two of Europe's leading brands in the telecommunication equipment industry announced their third-quarter financial results. Collectively, these European giants have played a pivotal role in the global evolution of telecommunications. With the removal of their Chinese competitor, Huawei, from West ...
The trillion-dollar highway that will enable the energy transition
In the fight against climate change, the electrification of energy consumption has emerged as a pivotal transition towards reaching ambitious net-zero goals. This transformation not only spurs greater demand for advanced energy generation technologies but also places a significant emphasis on upgrading and expanding the essential grid infrastructure responsible for transporting ...