SET Training - Banking and Fintech

Global X’s report, “Charting Disruption – Outlook for 2026 and Beyond,” outlines the major disruptive technologies and structural shifts expected to shape global growth and investment over the next several years. At the center is the rapid advance and commercialization of Artificial Intelligence, which is driving an enormous buildout of high-performance chips and energy-hungry data centers. This surge in intelligence technologies is also accelerating adoption of Robotics and Physical AI in sectors from manufacturing and logistics to healthcare, while rising geopolitical tensions fuel a sharp increase in Defense Technology spending. The massive electricity needs of AI, electric vehicles, and global manufacturing reshoring require trillions of dollars in new infrastructure, particularly modernized power grids and expanded clean, reliable generation such as nuclear power. Meanwhile, soaring demand for foundational components is tightening supply of Critical Minerals. In parallel, breakthr...

Sales growth of electric vehicles has slowed dramatically this year. Tesla delivered 20% fewer cars in the first quarter of 2024 than in the prior quarter, and BYD who was previously the world’s biggest EV maker saw sales decline more than 40% over the same period. BYD’s EV sales were still up 13% when compared to the same quarter a year earlier, while Tesla’s sales were down 9%. Both companies have been slashing prices to stimulate demand. While EV sales overall are still rising, they are rising at a slower rate than before. On top of that, the space has become more competitive as legacy automakers have introduced new EVs, and Chinese manufacturers have ramped up exports, overtaking Japan as the world's biggest vehicle exporter last year. Apple, who spent a decade and ten billion dollars on research, decided in February to end their efforts to build an electric car. The Apple car would have likely cost over $100 thousand dollars and would have had lower profit margins than their...