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Check FAQAbout Osama
Osama Rizvi is an international energy and economic analyst whose areas of interests include global economy, commodity and financial markets and climate change where he specifically focuses on Oil prices, commodity analysis, interest rates, food prices and global economy. Critically, Osama focuses on energy transitions and the North-South relations and asymmetry in carbon emissions. He also researches and writes about a multitude of other topics such as social issues, policy recommendations, mental models, mind mapping, consultancy service, etcetera. He has Masters in Global Political Economy from the University of London where he went after winning the prestigious Commonwealth Scholarship. Lastly, he is the Head of Academia at World Times Institute (with a total social media following of 0.7 million), the most trusted place that prepares future bureaucrats of Pakistan and also the guest editor of Jahangir’s World Times magazine - the largest current affair magazine in Pakistan with over 50,000 circulation. Osama has written for various global publications and outlets such as: The Diplomat Magazine, The National Interest, Oil Price, Market Insider, Data Science Central and is a regular panelist at TRT World, Bloomberg with Asharq and Pakistan National TV and AAJ TV network. He is also a regular panelist at Gulf Intelligence podcast and contributor for one of the largest websites that cover sustainability related topics, Illuminem. He also had the pleasure to be featured in one of the largest and most prestigious publications in the world and the UK, The Telegraph. Besides this he has managed to be featured in Capital.com, Yahoo Finance and many other digital and print media outlets multiple times. His various videos on Youtube has gathered hundreds and thousands of views. Lastly, he is the South Asia Chair for Society for Low Carbon Technologies - a US based non-profit.
Feature Stories
Risk Analysis
Research
Portfolio
The energy transition has physical barriers. How to navigate them?
The energy transition faces significant physical challenges across seven domains: power, mobility, industry, buildings, raw materials, hydrogen, and carbon/energy reduction. These challenges are categorized into three levels of difficulty, with Level 3 being the most complex, involving technological performance gaps and interdependencies. The transition requires technological advancements, infrastructure development, and increased production capacities, particularly in electric vehicles, renewable energy, and industrial decarbonization. McKinsey's research highlights the need for a pragmatic approach to address these challenges, emphasizing the importance of integrating new technologies and enhancing existing systems to achieve low-carbon emissions by 2050. The article calls for acknowledgment and action from global stakeholders, such as those at COP29, to facilitate this transition.
What’s Going on with Tencent Stock?
Tencent Holdings Ltd reported strong second-quarter results, driven by a significant 8% year-over-year increase in revenue and an 82% rise in profits, largely attributed to its gaming division. The company's new game, Dungeon & Fighter Mobile, has been a major success, contributing significantly to the revenue boost. Despite a slight correction in share prices, Tencent's stock has risen 28% since the start of the year. The company's online advertising revenue also saw a 19% increase, with WeChat Channels playing a pivotal role. However, Tencent Music Entertainment Group's disappointing performance led to a drop in its share value. Analysts remain optimistic about Tencent's stock, with a high price target of $70. The company is focusing on enhancing its services and expanding into new sectors like connected cars and healthcare.
Market Sentiment Tracker: Global Economy Still Has Red Flags
The Market Sentiment Tracker highlights significant economic challenges and mixed signals across the U.S., China, and Europe as of June 10, 2024. In the U.S., economic confidence is low, with a notable decline in retail spending and manufacturing orders, though there are positive signs in unemployment claims and business investment. China's economy shows resilience in exports but faces domestic demand challenges and geopolitical tensions with the U.S. over tariffs. Europe experiences persistent inflation but rising business activity and confidence, indicating potential economic stabilization. The report underscores the need for careful monitoring of economic indicators and geopolitical developments.
What’s up with Pakistan’s stock market?
The Pakistan Stock Exchange (PSX) experienced a significant drop due to rumors of higher taxes, though it quickly recovered. Despite recent highs driven by factors like a stable currency and strong corporate earnings, concerns remain about the market's sustainability without strong fundamentals. Expert Nadir Khalid suggests that only the banking and technology sectors may perform well amid economic slowdown. Analysts recommend tax reforms and addressing structural weaknesses for sustainable growth. The upcoming federal budget presents an opportunity for the government to implement necessary reforms, marking the Sharif-led administration's 100 days in power.
US Stock Markets Might Dip in 2024: Here’s Why
The US stock market faces potential challenges in 2024 due to several economic factors. Rising national debt, consumer credit issues, and a slowing labor market are key concerns. Higher interest rates may persist, impacting business activity and stock valuations. The national debt has reached $34 trillion, with consumer savings at a low and credit card delinquencies rising. The labor market is slowing, with increased unemployment rates. Consumer sentiment is declining, with inflation expectations rising. Recession risks remain, with indicators like the Leading Economic Index and inverted yield curve suggesting potential economic downturns. Analysts advise caution, considering these factors and the possibility of a prolonged higher interest rate regime.
Just Energy Transitions via “Energy Basket”
The article discusses the complexities of climate change and the need for equitable energy transitions, particularly in developing countries. It highlights the disproportionate impact of climate change on the Global South and the challenges these regions face in reducing fossil fuel use. The concept of an 'Energy Basket' is proposed as a solution, advocating for a balanced approach that considers the unique social, economic, and political contexts of different regions. The Society for Low Carbon Technologies is mentioned as an organization promoting this inclusive approach. The article underscores the importance of collaboration between developed and developing countries to address climate change effectively.
Canadian dream: is it really as appealing for Pakistanis as it used to be?
The article examines the diminishing allure of the 'Canadian Dream' for Pakistani immigrants, highlighting challenges such as Canada's housing crisis, reduced employment opportunities, and stricter immigration policies. It notes a significant reverse migration trend, with many immigrants leaving Canada due to these difficulties. The article contrasts Canada's situation with emerging opportunities in Eastern countries like China and the GCC, suggesting a potential shift in migration patterns. It also discusses public sentiment in Canada regarding immigration and the broader implications of these trends.
Charting the Course of U.S. Oil Production
The U.S. remains the world's largest oil producer, setting a new production record in 2023. High prices driven by Russia's invasion of Ukraine and the reopening of the Chinese economy, along with technological advancements like hydraulic fracturing and horizontal drilling, have spurred production growth. However, global economic slowdown poses challenges, with U.S. production growth stagnating and a potential decline anticipated by the IEA for 2024. The Frac Spread Count and other economic indicators are critical for tracking future production trends.
How much could the farmer protests cost Europe's economy?
Farmers' protests across Europe, sparked by the 2019 Green Deal and its impact on agriculture, have escalated into significant disruptions, including roadblocks and port blockades. The protests, driven by rising prices, low wages, and stringent environmental regulations, threaten to destabilize the agricultural sector and broader economy. The EU's failure to pass a sustainable pesticide bill and the ideological rigidity of policymakers have exacerbated tensions. The protests highlight the need for fair pricing and income security for farmers to ensure a smooth transition to a green economy.
How much could farmer protests cost the European economy?
The article discusses the economic impact of ongoing farmer protests across Europe, which stem from the EU's Green Deal and its agricultural policies. The protests, driven by concerns over environmental regulations and economic pressures, have led to significant disruptions, including road blockages and port shutdowns. The article highlights the need for the EU to ensure fair prices for farmers to facilitate a smooth transition to a green economy, while also addressing the broader economic implications of the protests on the European economy.
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