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Nordea on your Mind | Running to stand still

Twelve months ago, we said that the capex/sales ratio was unsustainable at 30-year lows. The needle may not yet have moved, but momentum is shifting..

Nordea on your Mind | Running to stand still 30 min

In this issue of NOYM, we’ll cover the following:

  • Reality bites: Capex is up from one year ago, but so too are sales
  • The outliers: In Capex terms, Energy and Materials are different. Why?
  • Feed me: Demand is rising and, risk aside, investment will need to step up
  • Dividends: Normalised ratios would boost global capex by 28% in 2020

Download your report here: NOYM: Capex II – Running to stand still