Saturday, 14 May 2016

Crude soothsayers should recall cautionary tale of ‘Peak Oil’ - FT.com

Crude soothsayers should recall cautionary tale of ‘Peak Oil’ - FT.com:

"We view the world in stories. But the story does not always precede the fact. In markets, we often adjust our story, and our view of the world, to fit the fact of a move in the price. And no market lends itself to grand narratives as much as oil.
This week at the annual conference in Montreal of the CFA Institute, a professional body for investors, there were some grand narratives about the future of oil. They should be taken seriously. But the last time the conference visited Canada, in Vancouver in May 2008, there was also a grand oil story. How did that work out?"



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The Saudi Reshuffle: five key reforms in Riyadh - FT.com

The Saudi Reshuffle: five key reforms in Riyadh - FT.com:

"The pushing aside of Saudi Arabia’s influential longstanding oil minister, Ali Naimi, has grabbed headlines around the world thanks to his position within global energy markets
But Mr Naimi’s retirement was part of a wider reshuffle that put in place the team handpicked by Mohammed bin Salman, deputy crown prince, to implement his ambitious reform programme, Vision 2030.
The plan aims to reorient the economy towards the private sector and away from statist dependence on oil revenues. The detailed road map for implementation of the Vision 2030, the National Transformation Programme, is scheduled for release within the next month. Replete with “ministerial dashboards” to track departmental achievements, the NTP will be entrusted to a trusted circle of technocrats."



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Credit Suisse Sees Saudi Arabia's MSCI Inclusion by June 2019 - Bloomberg

Credit Suisse Sees Saudi Arabia's MSCI Inclusion by June 2019 - Bloomberg:

"Saudi Arabia’s plan to ease restrictions on foreign stock investors will increase its chances of earning MSCI Inc.’s emerging-market status by June 2019, according to Credit Suisse Group.
The kingdom may account for about 5.5 percent of the gauge should Saudi Arabian Oil Co.’s initial public offering come before then, Fahd Iqbal, the Dubai-based head of Middle East research, said in an e-mailed report. Credit Suisse sees the MSCI review process starting next year.
Policy makers in the Middle East’s biggest equities market announced plans this month to reduce the amount foreigners must have under investment to $1 billion from $5 billion, allow covered short-selling and adjust its settlement structure by the first half of next year. The moves are part of the nation’s efforts to attract foreign investment and diversify its economy away from oil."



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