Home Les bulletins GEAB GEAB 139 Investments, trends and recommendations (Nov 2019)

GEAB 139

The monthly bulletin of LEAP (European Laboratory of Political Anticipation) - 15 Nov 2019

Investments, trends and recommendations (Nov 2019)

Aramco’s IPO: another game-changer

Saudi Aramco is a wonderful illustration of the problem that we see beginning to be solved in 2020 with the establishment of a new monetary and financial system – the old one being no longer in line with the global economy of the 21st century. Since 2018, we have regularly heard talk of Aramco’s initial public offering, but the piece is apparently too big for our small Western-centric and somehow provincial financial system to swallow. Hopes are being raised again these days because Aramco plans to invest “only” 2% of its value on the markets instead of the 5% initially planned – more than half of the 100 billion in international borrowing initially requested, i.e. “only” 40 billion of the 2,000 billion at which Saudi Arabia has valued its oil industry giant. Despite this curtailing of the IPO, markets continue to tremble with fear of the consequences. If we look more closely, it is on the West side that all the problems are located: ecological agendas that make Aramco fear funding failure, risks of exposure to legal procedures of the kind that Shell, ENI, Total, etc. have faced in the past, etc.

If we combine all this, plus our shocking anticipation (at the time shocking, now pretty banal) from 3 years ago that Saudi Arabia was going to approach the yuan zone, we are extremely tempted to make the following anticipation: Aramco is about to go public on the Asian markets! And that would be the final earthquake for the petrodollar-centred global system of the last 50 years.

Comments

To leave a comment sign up now
In summary

The above title is provocative in a media world rightly focused on ecological catastrophes, popular discontent, risks of war and the financial crisis of 2020. But our mission is not [...]

Popular protests are growing and multiplying: from Arab spring, Occupy Wall Street, Indignados, Maidan, populist votes, to the yellow vests, Iraq, Algeria, demonstrations against global warming, Hong Kong, Lebanon, Venezuela, [...]

We have been anticipating the arrival of central bank digital currencies (CBDCs) for a year. And it was Christine Lagarde's speeches at the IMF last November, in particular, that encouraged [...]

Related articles
Geta Grama-Moldovan
15 Sep 2020

Investments, trends and recommendations (Sept 2020)

#agriculture #brexit #cryptos #energy #investments #Raw materials #steel

Commodity markets’ upcoming revolution Growing trade conflicts and de-globalisation within the commodity markets will trigger a rewrite of many COMEX pricing contracts and a resurgence in regional exchanges by 2025. [...]

Geta Grama-Moldovan
14 Jul 2020

Practical investment recommendations

#bitcoin #cryptos #currencies #gold #oil

Physical currencies: Speculative tour  Currencies will lose value, but not all together. There are great opportunities within this volatile business environment for the more seasoned and agile among you. In [...]

Geta Grama-Moldovan
14 Jul 2020

Special E-International Monetary System 2025 Recommendations

#bitcoin #cryptos #finance #gold #investments #oil

At the risk of repeating ourselves, but in order to fight against the absolute blindness of the media system with regard to the digital revolution - albeit programmed - of [...]