Our Scans · (FS.3.04) Investment Theory & Pricing Models · Weekly Summary

• [New] LTI & Os can leverage existing core asset positions in emerging value chains or leverage their scale to make cross-portfolio investments in key emerging technologies (such as in gen AI, which is expected to become a €6 trillion to €8 trillion annual productivity pool). McKinsey & Company
• [New] As well as households there is decline in demand from institutional investors - a reflection perhaps that US house prices are at record valuations and with high interest rates making it less attractive as an investment opportunity. Economics Help
• [New] If Pakistan's national saving rate increases, it will lead to: - Short-term Growth: Higher savings will drive investment, leading to increased capital accumulation and output growth in the short term. VU Apex Campus
• [New] The intensifying Israel-Iran conflict has direct negative implications for Middle Eastern markets and significant potential for broader global economic disruption and increased risk premiums for international investments. QuantStreet Capital
• [New] The use of AI in marketing is expected to grow at a significant CAGR, with 92% of businesses planning to invest in generative AI over the next three years. SuperAGI
• [New] High-net-worth individuals from North America and other international markets seek unique properties and investment opportunities, often purchasing multiple properties for rental portfolios. Sands Of Wealth
• Property prices in Rosario are forecast to experience continued moderate growth through 2030, driven by economic recovery and infrastructure investment. TheLatinvestor
• Similar to the U.S., B2B/B2B 2 C startups are expected to capture a greater share of total capital deployed, an average of 40% by 2030, with US$30 B invested into B2B over the next decade. SlideShare
• Collaboration with the private sector to catalyze investment in rare earth mineral deposits and advance nationally significant projects will strengthen Canada's position in the global export markets. Torngat Metals
• Clean energy and carbon markets are reshaping global investments, presenting unprecedented opportunities in energy transition and regenerative finance. Terra Forum
• Montenegro's investment landscape offers distinct advantages across different regions, with coastal areas commanding premium prices while inland locations provide value opportunities. Investropa
• The intensifying AI rivalry is driving a global re-alignment of talent, capital, and infrastructure, creating significant opportunities for non-aligned nations like India to attract investment and human capital seeking stability and alternative ecosystems. NASSCOM | The Official Community of Indian IT Industry
• While challenges remain in achieving a truly balanced portfolio by 2035, PetroChina's investments and partnerships demonstrate a clear direction towards embracing the energy transition. EnkiAI - Find the right insight
• Since the early 1990s, the Vietnamese government has actively promoted the development of capital markets, recognizing the growing demand for investment opportunities. Fintech Singapore
• The strategic imperative is clear, in order to survive and prosper in the face of continuous trade disruptions, UK businesses must diversify their markets, invest in innovation, and strengthen the resilience of their supply chains. Style on Main
• A decline in China's GDP growth could signal a slowdown in demand for raw materials, impacting investments in emerging markets. Markets.com
• Investors should reduce exposure to Chinese equities and property until policy effectiveness is clearer, and limit investments in export-dependent emerging markets facing tariff risks. MarketSenseAI
• Growth in Emerging Markets Emerging economies across Asia-Pacific and parts of Latin America are increasingly investing in semiconductor fabrication infrastructure, creating untapped opportunities for MFC suppliers. Blogger
• The integration of digital assets into the regulatory framework expands the investment universe available for Nigerians and creates new opportunities for product development. Punch Newspapers
• Investments in oil are predicted to decline by 6% in 2025 due to lower oil prices and demand expectations, marking the first decrease in upstream oil investment since the onset of the COVID-19 pandemic in 2020. NenPower
• Investments in oil are expected to fall, dropping 6% in 2025 on lower oil prices and demand expectations along with less spending on U.S. tight oil. Hart Energy
• Emerging markets in Asia-Pacific and the Middle East are anticipated to experience rapid growth due to supportive government policies and investments. Credence Research Inc.

Last updated: 01 July 2025