Are emerging markets on the cusp of an enormous crash led by China?
Emerging markets have led the growth of the global economy for more than a decade but they have struggled to maintain their momentum since the global financial crisis and most have not shared in the…
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Oil prices set to plunge to $50 as new shale oil supply comes onstream?
Could oil prices slump to $50 as new supply comes onstream from US shale oil deposits? The excess supply of 10 per cent is more than enough to reverse prices back to nominal levels not…
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Is US shale oil any threat to global oil prices and how will it change Middle Eastern geopolitics?
The US should have an extra three million barrels of oil per day as shale oil production expands over the next couple of years. That’s still only about 10 per cent of Opec’s output. But…
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Investors making more on real estate and stocks in Dubai than anywhere else in the world
Dubai is a city that likes to be the biggest and best and indeed the Guiness Book of Records has opened an office here. And currently investors are making more on real estate and stocks…
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Brazil’s 5m barrels-per-day deep sea oil investment
From oil shale in North America to reserves deep under the South American ocean, the quest for energy independence continues far and wide and at huge expense.
As part of Bloomberg’s ‘The Real Brazil’ special…
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Is the commodity super-cycle now over?
Analysts at Citi are saying that the commodity super-cycle is now over and that shorting commodity currencies is the best way to play this move. ArabianMoney is not so sure. Demand fundamentals may be cancelled…
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Oil prices rise as Israel strikes Syria boosting fears of a wider regional war in the Middle East
The Middle East is a hot bed of civil wars and a cold war that could quickly get hot. Will Syria and its allies Iran and Hezbollah not respond to several air strikes in the…
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Commodities are the forward indicator, stock markets are a rear view mirror
Commodity prices reflect the realities of global supply and demand from major economies while stock markets show how market participants are feeling about what has happened rather than tell you what is going to happen.…
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Shell’s 40% stake in $10bn Abu Dhabi sour gas project is biggest ever win for a UK company in the UAE
Shell has been awarded what is probably the largest contract ever for a UK company in the United Arab Emirates with the Anglo-Dutch oil giant set to invest huge sums to develop the Bab sour…
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Fall in oil price coming with a stock market sell-off?
Gold gained on the bad US jobs report last week but crude oil sold-off. is this the start of a repricing of oil for a weaker global economy? Oil prices last crashed in 2008-9. Could…
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