Disruption in defarming as a catalyst for economic growth
There are still folks who leave rural areas for the cities
But the number of folks who leave cities for the rural areas and smaller towns increased due to virus
Deurbanisation demographic rebalancing may be temporary or may be a longer trend
The deurbanisation trend does not imply more farming
Deurbanisation implies more advanced distributed workforce and lots of distant work and services
With no immediate data at hand but bigger cities cause more pollution that smaller towns and rural areas
Cities energy consumption is very concentrated
Although it is possible to build green energy supply to address the density of energy consumption in the cities
The energy intake in rural areas is could rely on more independent greener sources due to location and energy transmission hurdles
More ecological advantages could be achieved via deurbanisation
The modern deurbanisation trend is very expensive and heavily depends on technology
Also social communication in rural areas is less comforting than in urban areas and will involve communication technology advances
Transportation and logistics in rural areas is also different and will involve technology changes
Covid is not the last virus
Covid is most harmful due to urbanization
Globalisation and urbanization have always been accompanied by viruses
Benefits of immunity have been offset by the total losses to virus
May be this time it’s not so disastrous, but other instances of the virus will be even more harmful
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Airlines: Nasdaq closes 2.5% lower as Big Tech gets hit, economic comeback plays lift Dow CNBC American Airlines Group Inc. (AAL) Rises 1.23% for March 02 Equities.com
| ARGENTINA: EMERGING MARKETS-Downbeat data dents Brazil's real, Mexican peso shrugs off rate cut Reuters EMERGING MARKETS-Latam FX hurt by high U.S. yields, real falls in catch-up trade Reuters
| AUSTRALIA: Yarra Capital to buy Nikko Asset Management's Australian business Pensions & Investments Inside Yarra Capital Management's $20b deal to buy Nikko The Australian Financial Review
| AUSTRIA: Will Rising Bond Yields Crash Equities And The Fed? Forbes European Equities: Economic Data from Germany and Eurozone ... FX Empire
| BAHRAIN: Bahrain expects $3.2bn deficit in 2021, 5% economic growth Arab News Turkey, Oman and Bahrain among 'bondfire' fragile five Arab News
|
BELGIUM:
| BRAZIL:
| BRITAIN: Stoxx 600: European Stocks Rise for Third Day With UK Support in Focus Bloomberg Private equity firms eye UK stock market for cheaper deals Financial Times
| CANADA:
| CHILE: Chile's Codelco to allow teleworking in post-coronavirus 'cultural change' Yahoo Finance EMERGING MARKETS-Latam FX gains on dovish U.S. outlook; Mexican c.bank awaited Reuters
|
CHINA: China stocks fall as consumers, material firms tumble; Hang Seng slips Reuters Wall Street stocks slip as ‘bubble’ fears mount Financial Times
| COLOMBIA: EMERGING MARKETS-Mexican peso leads Latam losses on power reform hiccup Reuters EMERGING MARKETS-Brazil's real hits 4-month low on populist policy fears Yahoo Finance
| Consumer Entertainment: Why ASX 200 retail shares like JB Hi Fi (ASX:JBH) are outperforming Motley Fool Australia U.K. Domestic Stocks Jump With Travel Shares on Reopening Plan Bloomberg
| CZECH: CEE MARKETS-Currencies mixed, stocks firm as PMI data show uneven recovery Yahoo Finance CEE MARKETS-Stocks firm as GDP data across the region surprises on the upside Yahoo Finance
| DENMARK: Denmark logs first case of Brazil COVID-19 variant Yahoo Finance ?LD picks Federated Hermes for EM equities; launches ABS tender IPE.com
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EGYPT: Russian shipping line launched to export Egyptian crops Arab News Anghami to be first Arabic tech firm to list on Nasdaq New York Arab News
| FINLAND: ?Finland roundup: Varma cuts fossils; VER returns 4%; Elo 3.6% IPE.com Finland's Varma records 2.8% return in 2020 Pensions & Investments
| FRANCE: European Equities: Economic Data and the ECB Economic Bulletin in Focus Yahoo Finance European Equities: Service PMIs from the Eurozone and the US in ... FX Empire
| GERMANY: European Equities: Economic Data from Germany and Eurozone Inflation in Focus Yahoo Finance European Equities: Economic Data and the ECB Economic Bulletin in Focus Yahoo Finance
| GREECE: Bank of Japan Shares May Have Become the Latest Meme Stock Bloomberg BlackRock Sees 'Powerful' Drivers for Emerging Europe Stocks Bloomberg
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HONG KONG: Hong Kong, China stocks slip with Asian markets on bubble, taper concerns South China Morning Post Hong Kong Stocks Are About to Lose Biggest Source of Funds Bloomberg
| HUNGARY: CEE MARKETS-Stocks firm as GDP data across the region surprises on the upside Yahoo Finance CEE MARKETS-Currencies mixed, stocks firm as PMI data show uneven recovery Yahoo Finance
| INDIA:
| INDONESIA: EMERGING MARKETS-China, Indonesia lead Asian stocks lower as ... Investing.com India EMERGING MARKETS-Indonesia's rupiah leads Asian currencies lower as U.S. Treasury yields rise Nasdaq
| IRELAND: Stock Markets Today: Ireland row; stocks decline; hedge fund comeback Bloomberg Minister urges clarification from Davy after record €4.1m fine The Irish Times
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ISRAEL: SGX-listed Sarine Tech to seek dual listing on Tel Aviv Stock Exchange The Business Times Tech Shares Fall as Yields Rise The Wall Street Journal
| ITALY: US equities close the week at record highs Financial Times European Equities: Economic Data and the ECB Economic Bulletin in Focus Yahoo Finance
| JAPAN: Bank of Japan Shares May Have Become the Latest Meme Stock Bloomberg Japanese equities hit 30 year high: Is there more to come? Citywire Financial Publishers
| KAZAKHSTAN: Uranium stocks show strength atop Reddit-fueled metals market ... S&P Global UPDATE 1-Sovereign wealth funds pull $16.3 billion from market strategies in Q4 Reuters
| LEBANON: LCNB Corporation (LCNB) Soars 4.59% on March 03 Equities.com Asian shares slip on jitters over inflation, interest rates Lebanon Express
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MALAYSIA: Foreign investors sold RM40.57m in Malaysian equities last week ... The Edge Markets MY Foreign selling of Malaysian equities swelled to RM466.42m last ... The Edge Markets MY
| MEXICO:
| NETHERLANDS: How Amsterdam is stealing a march on rivals as Brexit trading hub Reuters LyondellBasell Industries NV Class A (Netherlands) (LYB) Rises ... Equities.com
| NEW ZEALAND: Australian shares track Wall Street lower on weak U.S. jobs data Reuters NZ equities suit active not passive investing The National Business Review
| NIGERIA: Nigeria's CSCS Hires Oliver Wyman to Help Diversify its Business Bloomberg Nigerian Stock Exchange Engages Issuers To Deepen Activity In ... Exchange News Direct
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NORWAY: Norway Wealth Fund Cuts Exposure to Saudi Arabia Stocks, Boosts Qatar Holdings Bloomberg ?Norway roundup: Folketrygdfondet beats index; KLP releases ... IPE.com
| OMAN: Turkey, Oman and Bahrain among 'bondfire' fragile five Arab News Oman has fastest port operations in the world, UN body says Arab News
| PAKISTAN: Pakistan Stock Exchange PSX Closing Rates 03 Mar 2021 UrduPoint News Roundup: Bears drag Pakistani equities in red trajectory - Xinhua ... Xinhua
| PERU: EMERGING MARKETS-Mexican peso leads Latam FX losses as Texas freeze spills over Reuters EMERGING MARKETS-Latam FX hurt by high U.S. yields, real falls in catch-up trade Reuters
| PHILIPPINES:
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POLAND: Warsaw bourse targets ESG after tech triumphs Euromoney magazine Novavax Partners With Poland's Mabion For COVID-19 Vaccine Production: Bloomberg Yahoo Finance
| PORTUGAL: Top Performing Fund Categories of January Morningstar Acciona and Plug Power form hydrogen power JV for Spain and Portugal Yahoo Finance
| QATAR: Norway Wealth Fund Cuts Exposure to Saudi Arabia Stocks, Boosts Qatar Holdings Bloomberg Local retail investors turn bullish on Qatar bourse Gulf Times
| QATAR: Norway Wealth Fund Cuts Exposure to Saudi Arabia Stocks, Boosts Qatar Holdings Bloomberg Local retail investors turn bullish on Qatar bourse Gulf Times
| ROMANIA: CEE MARKETS-Stocks firm as GDP data across the region surprises on the upside Yahoo Finance RPT-Romania ships first batch of AstraZeneca vaccine to Moldova Yahoo Finance
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RUSSIA: Joe Biden's Risky Russia Sanctions Game Russia Matters Russian rouble firms as Moscow Exchange begins longer trading hours Reuters.com
| SINGAPORE: Singapore stocks open higher on Wednesday; STI up 0.5% The Business Times Singapore stocks edge up at Monday's open; STI up 0.3% The Business Times
| SOUTH AFRICA:
| SOUTH KOREA: EMERGING MARKETS-China, Indonesia lead Asian stocks lower as U.S. yields rise again Reuters S.Korea stocks fall over 1% as U.S. yields rise; Powell speech in focus Reuters
| SPAIN:
|
SWEDEN: ?Sweden roundup: AP3 hardly beats AP4 on 2020 return IPE.com Sweden's AP1 gains 9.7% in 2020 Pensions & Investments
| SWITZERLAND: Trading of Swiss shares in London expected to resume within days Financial Times Switzerland lifts ban, and London will resume trading Swiss stocks Reuters
| TAIWAN: Emerging-Market Tech Stocks Are Sliding. Proceed With Caution. Barron's Taiwan Business Quick Take Taipei Times
| THAILAND: Equities related to tourism see sell-off Bangkok Post US stimulus hopes keep equities aloft - Bangkok Post Bangkok Post
| TURKEY: Foreigners Cut Their Turkish Stock Holdings to Record Low Bloomberg Deutsche Bank's DWS Sees Scope for More Turkish Stock Gains Bloomberg
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UAE: Dubai’s largest bank positive about UAE equity markets in 2021 Khaleej Times Dubai Stocks Disconnect From Emerging Peers on Tourism Blows Bloomberg
| UKRAINE: Ukraine secures 12 million AstraZeneca, Novavax COVID-19 vaccine doses: Zelenskiy Yahoo Finance Iran says U.N. investigator lacks authority to comment on downing of Ukrainian plane Nasdaq
| UNITED STATES: US equities notch best week since November - Xinhua | English ... Xinhua US STOCKS-Futures advance as vaccines, stimulus boost bets on economic rebound Yahoo Finance
| VIETNAM: Asian equities face outflows in February due to rise in U.S. bond yields Reuters EMERGING MARKETS-Philippine shares climb ahead of c.bank meeting; Malaysia muted before GDP data Reuters
|
Comment
Monthly performance is between 2021-03-01 and 2021-02-01
Best global markets YTD EFM ASIA +34.78%, USA +23.87%, EM (EMERGING MARKETS) +22.23%,
While worst global markets YTD EM LATIN AMERICA -23.36%, FM (FRONTIER MARKETS) -1.61%, EUROPE 5.08%,
Best global markets last month USA +3.26%, EUROPE +2.73%, FM (FRONTIER MARKETS) +1.24%,
While worst global markets last month EM LATIN AMERICA -3.32%, EFM ASIA -0.16%, EM (EMERGING MARKETS) 0.10%,
US retail investors poised to deploy stimulus cheques in stocks Financial Times Citadel chief voices support for move to shorter settlement for US ... The TRADE News European Equities: Economic Data from China and the U.S to Influence Yahoo Finance Emerging Markets Brace for Rate Hikes With Debt at Records Bloomberg Feeble growth and chunky debt piles hold back emerging economies Financial Times EMERGING MARKETS-Stocks hit by rising yields; Russian rouble touches 3-month high Yahoo Finance European Equities: Economic Data from China and the U.S to Influence Yahoo Finance European Equities: A Week in Review – 12/03/21 Yahoo Finance European equities, futures in green; Roche buys GenMark for $1.8B Seeking Alpha Oil Bulls Beware This Optimism Is Unjustified OilPrice.com Crude oil price floats near $70 amid supply cuts, optimism on demand recovery Economic Times Oil Price Fundamental Daily Forecast – Supported by Demand Optimism, OPEC+ Output Cuts Despite Lower Close Yahoo Finance U.S. Steel Boosts First-Quarter Profit Outlook on Price Rise Yahoo Finance Steel prices in times of crisis Fastmarkets news Steel price rise continues, but could we be nearing a peak? MetalMiner Gold prices today struggle, down ?11,500 from record highs, silver rates up Livemint Gold Price Today, 15 March 2021: Gold Prices Rise For Second Straight Day to Rs 44,880 Per 10 gm. Check Revis India.com Gold Price Today 15-03-2021: GOLDEN opportunity for buyers! Yellow metal rate dips Rs 94 per 10 gm Zee Business
Best last month among various countries' equity markets were ZIMBABWE +36.86%, KAZAKHSTAN +15.19%, ARGENTINA +13.55%, VIETNAM +11.52%, KENYA +8.95%, SAUDI ARABIA DOMESTIC +7.70%, CHILE +7.58%, SOUTH AFRICA +7.20%, GREECE +7.04%, NORWAY +6.61%,
While worst last month among various countries' equity markets were NIGERIA -10.16%, SRI LANKA -9.44%, NEW ZEALAND -8.32%, BRAZIL -7.65%, BANGLADESH -5.93%, PAKISTAN -5.86%, PAKISTAN -5.86%, PAKISTAN -5.86%, PAKISTAN -5.86%, ROMANIA -4.39%,
Best YTD among various country equities were ZIMBABWE +91.72%, KAZAKHSTAN +19.44%, TAIWAN +11.42%, UNITED ARAB EMIRATES +10.28%, SOUTH AFRICA +10.17%, CHILE +9.74%, CHINA +9.66%, KENYA +9.02%, AUSTRIA +8.18%, NETHERLANDS +7.95%,
While worst YTD among various country equities were BRAZIL -13.46%, COLOMBIA -13.02%, TRINIDAD AND TOBAGO -9.33%, NEW ZEALAND -8.76%, JAMAICA -7.38%, NIGERIA -6.61%, ESTONIA -6.30%, PHILIPPINES -5.33%, MALAYSIA -5.12%, MAURITIUS -5.08%,
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