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Marcos clan's return to Manila is awkwardly timed – Breakingviews

The Philippines’ president-elect Ferdinand Marcos Jr, son of the late strongman, inherits an economy that grew 7.7% last quarter, but faces mounting headwinds. He will have to find drivers beyond the infrastructure spending that made his predecessor – and father - so popular.
Ferdinand Marcos Jr Pete Sweeney Views Flash Government Amp Agencies Money Markets Amp Macroeconomics

Windmill makers' vicious cost cycle has an ending – Breakingviews

Denmark’s Vestas and rival Siemens Gamesa have failed to turn booming demand for wind farms into higher earnings. Increased prices to offset soaring raw material costs will take several years to kick in. But now wind power is cheaper than fossil fuels, price pressures are easing.
Ed Cropley Siemens Gamesa Views Flash Companies Amp Funds Renewable Energy Wind Power

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Energy efficiency starts to attract the big bucks

Brookfield’s potential $4 bln pitch for UK boiler repair group HomeServe sounds like small fry for a group with $690 bln of funds. But decarbonising buildings is a key growth area in the energy transition. Institutional investors are manoeuvring to ensure they don’t miss out.
United Kingdom Aimee Donnellan Views Flash Asset Management Companies Amp Funds Onsumer Products And Services

Rwanda's economic refit gets net-positive free ads – Breakingviews

Britain and Denmark want to outsource asylum processing to the East African nation infamous for its 1994 genocide. Regardless of their motives, it chimes with leader Paul Kagame’s plan to build an offshore services hub. Handling refugees looks mercenary but supports his goal.
United Kingdom Ed Cropley Paul Kagame East African Views Flash Government Amp Agencies

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