
The Sky Isn't Always the Limit: Investment's Plummet
Alright folks even I Michael Jordan am looking at these numbers from the UNCTAD report and thinking 'What the heck is going on?' They're saying international investment could turn negative in 2025 because of all this tariff nonsense and trade policy zigzagging. Remember when I said 'I've failed over and over and over again in my life and that is why I succeed?' Well looks like the global economy is taking that a little too literally. Failing repeatedly is one thing but turning *negative*? That's like missing an open dunk... embarrassing!
Moderate Growth Expectations...Gone Like My Opponents' Hopes
Richard Bolwijn from UNCTAD is saying everything's been revised downwards since the beginning of the year. GDP capital formation even investor sentiment – all tanking. It's like everyone decided to stop believing in miracles. They had these 'moderate growth expectations' earlier in the year but now they've vanished. Gone. Poof! Just like the Bulls' competition in the 90s. Speaking of which maybe we need Phil Jackson to coach the global economy. At least he knew how to manage egos… and trade wars probably.
Tariffs: The Invisible Defender Blocking Global Growth
Remember when companies were diversifying their supply chains outside of China? Good times. Now Bolwijn says everyone's just 'sitting on their hands' because of tariffs. It's like having Scottie Pippen get injured before the playoffs. The M&A market and greenfield announcements are at record lows back to the levels of the global financial crisis. That's… not good. It's like Charles Barkley finally winning a ring... oh wait that never happened!
A Hundred Billion Dollar Airball
They're saying between $100 and $200 billion of value in projects is at risk. Projects are getting delayed causing a permanent gap. Tariffs are creating uncertainty and the early data shows record low activity. Seriously folks this isn't just a missed free throw it's a full on airball from the foul line. I wouldn't even let Dennis Rodman rebound that one.
Africa on the Rise China in a Slump: The NBA Draft of Global Economies
While things look bleak overall Africa's seeing record FDI up 75%! Of course a big chunk of that is a single project in Egypt. Still up is up right? Developing Asia (ASEAN) is also doing well. But China? Down for two years in a row. It's like watching a star rookie suddenly forget how to dribble. Bolwijn says companies aren't necessarily pulling out but tariffs are making them rethink investment decisions. 'Where international companies are looking to expand or create new manufacturing facilities they now have to consider that there is a tariff and that from a trade cost perspective they will look at locations that are most advantageous'. It is like if I had to choose between playing for the Bulls or the Knicks... the choice would be obvious!
Sustainable Goals Scoring Own Goals?
The most alarming part? Investment in sectors aligned with sustainable development goals is tanking. Energy and gas supply down 28% renewable energy project finance down 16%. We're talking about the future of the planet here! If you miss 100% of the shots you don't take then you will definitely regret missing the opportunity to invest in sustainable solutions! Even I know that's a problem that needs fixing and fast. Digital investment is growing but it's 'asset light'. So less value in terms of FDI but more development opportunities. It's like getting a participation trophy instead of the championship ring. Progress but not quite 'Be Like Mike' level.
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