Midas Advisory

China has emerged as a powerhouse in producing high-impact scientific papers, surpassing both the United States and the European Union.

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The Generative AI Ecosystem, "Tech Stack", and biggest winners by PE multiples and market capitalization

Long term factors beating the passive index. This busts the premise overrepresented by journalists and academics that passive investing beats active investing. Furthermore, the constituents of a so-called passive indices are after all decided by the stock pickers (active investors). Stocks that excel are kept or added to these indices, while underperformers are removed, particularly in market cap weighted indices. This phenomenon highlights the active role stock pickers play in shaping what is traditionally seen as passive investing.

A snapshot of the global shipping chokepoints 2023

More Trends in Private Equity:
- Manco loans or loans to GP are playing an increasing role in fund finance. - Credit funds will drive most of the growth in AUM the next 5 years.
- It's increasingly harder to exit positions in funds' portfolios.

Forecasted demand for metals crucial for the transition to renewable 2022- 2050

Liquid assets under management by region 2021 vs. 2030 forecasted.

Note that top oil exporting nations such as the GCC are second from last which contrasts with the common misconceptions fed by media coverage and publicity stunts.

The state of Central Bank Digital Currency (CBDC) pipelines for improving cross-border transactions

The explosive size of bond markets to around $140 trillion.

Shadow banking (non-bank financial institutions) assets at around 250 trillion are on a continuing trend of widening the gap with bank assets.