➦ Country and sector risk updates, transition risks for real estate and the good, the bad and the ugly of French elections for markets
This week, we look at three critical issues
➦ Mid-year Economic Outlook 2024-25: Games wide open?
Q2 2024 updated economic and capital markets outlook
➦ Ready to do business in Norway, after successful Belgian Economic Mission
Between 16 and 19 June, Riet Vanderbruggen, Senior Account Manager at Credendo – Short-Term Non-EU Risks, and Erik Vandebroek, Business Development Specialist at Credendo – Export Credit Agency, represented Credendo during the Belgian Economic Mission to Oslo, led by HRH Princess Astrid.
➦ South Africa: Government of national unity faces great challenges
During the general election of 29 May, the ANC (African National Congress) lost its parliamentary majority for the first time since the end of apartheid as voters vented their anger over power cuts, corruption and the collapse of (social) services.
➦ Gen AI: too much spend, too little benefit?
The promise of generative AI technology to transform companies, industries, and societies is leading tech giants and beyond to spend an estimated ~$1tn on capex in coming years, including significant investments in data centers, chips, other AI infrastructure, and the power grid. But this spending has little to show for it so far. Whether this large spend will ever pay off in terms of AI benefits and returns, and the implications for economies, companies, and markets if it does—or if it doesn’t—is Top of Mind.
➦ From Risks to Resilience: Technology transformation in healthcare
Why healthcare organizations must proactively embrace and effectively manage technology transformation.
➦ Economic data more rice & beans than steak & eggs
Global Central Bank Decisions Galore
➦ International Economic Outlook: Mid-Year Outlook 2024 update
Despite challenges—mostly geopolitical and monetary policy related—the global
economy has been resilient over the first half of 2024.
