Morood Investment Company

🚨 We're Hiring! Executive Assistant | Riyadh, KSA 🚨 We are looking for a highly organized and detail-oriented Executive Assistant to join our Investment Department in Riyadh. The ideal candidate will provide top-level administrative support, manage executive communications, coordinate meetings, and assist with key investment-related projects. 🔹 Requirements: ✔️ Bachelor’s degree in Business Administration, Management, or related field ✔️ 3+ years of experience in an executive or administrative assistant role ✔️ Fluent in English & Arabic (written and spoken) ✔️ Strong organizational, multitasking, and problem-solving skills ✔️ High level of professionalism and confidentiality ✔️ Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) 📍 Location: Riyadh, Saudi Arabia 🌍 Open to all nationalities | Age: 25-40 | Male & Female candidates welcome If you meet the criteria and are ready to be part of a dynamic team, apply now! 📩 Send your CV to career@morood.com

Xi Jinping's meeting with tech leaders, including Jack Ma, signals a bold shift towards private sector support amid US trade tensions. This could lead to increased investment opportunities in companies involved in AI, robotics, and electric vehicles. The ongoing trade tensions with the US add urgency to China's efforts to develop its tech sector. Companies that can innovate and navigate these geopolitical challenges may offer attractive investment opportunities. https://lnkd.in/df4KYAZk

UK pay growth hit an eight-month high in Q4 2024, with robust employment gains despite higher taxes, posing a challenge for the BoE amid rising inflation and wage pressures. The BoE may be cautious about cutting interest rates due to persistent wage growth and inflationary pressures. On one hand, this could negatively influence bond yields and interest rate-sensitive sectors. On the other hand, the resilience in the job market and wage growth could support a strong British pound, which in turn supports consumer spending and unfolds interesting investment opportunities. https://lnkd.in/gHA-Z2Ys

Could China’s retaliation limit the U.S.’s ability to impose tariffs? The U.S.-China trade relationship is highly unbalanced, with the U.S. running its largest deficit and China enjoying its largest surplus. U.S. trade with most countries is relatively balanced, China is the major exception. Similarly, China's trade is balanced overall, except for its significant surplus with the U.S. This imbalance limits China’s ability to retaliate effectively through trade. China's exports to the U.S. account for 3-4% of its GDP, while U.S. exports to China make up just 0.5% of U.S. GDP. This disparity gives the U.S. more leverage in the trade channel.

With interest rates softening, there is an emerging window of opportunity for investors to capitalize on the next commercial real estate cycle.

Trade War 2.0” – The Known Knowns A trade war would significantly harm China's economy. Exports, currently a key growth driver due to weak domestic consumption and investment, are heavily reliant on the U.S., China’s largest trading partner, accounting for 15% of exports and 4% of GDP. Any sharp drop in U.S. demand or tighter controls on transshipment would strain China’s trade-dependent growth, with fewer offsetting gains from other markets.

Trade War 2.0” – The Known Unknowns Investors are focused on the uncertainty surrounding potential tariffs and a "Trade War 2.0" under President Trump. Key unknowns include the scale (e.g., 30% or 60%), timing (2025 or 2026), and structure (phased or all at once) of the tariffs, as well as whether they will extend to other economies. Analysts are divided on the GDP impact due to factors like global trade shifts, business sentiment, and policy responses. Critical variables include potential currency depreciation, retaliation measures, and transshipments through third countries.

The Federal Reserve’s recent decision to maintain its policy rate amidst economic uncertainty demonstrates a prudent approach. With new tariffs expected to raise prices and disrupt the economy, and significant fiscal stimulus anticipated, the Fed has chosen to wait for clearer signals. The central bank’s revised statements indicate a shift in focus from a weakening job market to persistent inflation, which we believe is crucial to monitor ahead of future Fed meetings. We recommend that investors maintain a well-diversified portfolio capable of absorbing shocks and avoid making concentrated bets, as predicting the macroeconomic environment remains highly challenging. https://lnkd.in/dXpptCf9

Higher bond yields lead to increased borrowing costs for consumers and businesses, affecting mortgages, auto loans, and other credit products, potentially slowing consumer spending and economic growth. Rising yields often result in lower stock prices as investors shift from equities to bonds, seeking higher returns with less risk, which can increase market volatility. While higher yields can indicate a strengthening economy, they can also slow growth if borrowing costs become too high, creating a delicate balance for policymakers and investors. Strategic as well as tactical allocation is crucial in current environment to mitigate complexities between bond yields, market dynamics, and economic conditions. https://lnkd.in/dMJcUYM4

Higher bond yields lead to increased borrowing costs for consumers and businesses, affecting mortgages, auto loans, and other credit products, potentially slowing consumer spending and economic growth. Rising yields often result in lower stock prices as investors shift from equities to bonds, seeking higher returns with less risk, which can increase market volatility. While higher yields can indicate a strengthening economy, they can also slow growth if borrowing costs become too high, creating a delicate balance for policymakers and investors. Strategic as well as tactical allocation is crucial in current environment to mitigate complexities between bond yields, market dynamics, and economic conditions. https://lnkd.in/dMJcUYM4