A controversial Namibian oil bill passed its second reading in parliament after intense public, opposition and analyst criticism. Critics say the bill would strip key oversight powers and concentrate authority over the energy sector in the president’s office. President Netumbo Nandi-Ndaitwah, who has promoted the measure as the cornerstone of her regulatory reform agenda, and the presidency have dismissed those concerns, saying the bill would establish a new regulator under the presidential offi

2026-10-21

A controversial Namibian oil bill passed its second reading in parliament after intense public, opposition and analyst criticism. Critics say the bill would strip key oversight powers and concentrate authority over the energy sector in the president’s office. President Netumbo Nandi-Ndaitwah, who has promoted the measure as the cornerstone of her regulatory reform agenda, and the presidency have dismissed those concerns, saying the bill would establish a new regulator under the presidential office to speed decision-making and contains necessary checks.

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2026-10-20

投研機構伯恩斯坦的最新日本科技策略研報指出,2026年日本科技股內部出現顯著輪動,上半年表現最強的半導體和工廠自動化板塊,下半年以來轉爲跑輸市場,而此前落後的軟件、IT服務和娛樂板塊開始領漲。 截至10月中旬,日本科技股年內等權重漲幅達32%,市值加權漲幅達75%,顯示大型科技股仍主導全年表現。 具體來看,上半年日本半導體及設備、工廠自動化、電子設備板塊分別跑贏基準74、56和33個百分點,但7月以來分別落後21、21和5個百分點。相反,軟件、IT服務和娛樂板塊上半年分別落後35、34和32個百分點,7月以來卻分別跑贏40、35和27個百分點,輪動幅度達到數十個百分點。 伯恩斯坦認爲,行業內部輪動仍有延續空間。 半導體、電子設備和工廠自動化板塊的相對盈利預測上修及部分估值指標已接近高位,而娛樂、軟件和硬件板塊的盈利預期存在修復空間。該行因此建議提高對後者的關注度,同時警惕上半年領漲板塊的盈利預期見頂風險。

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