Reports & Commentaries

FEATURED REPORT...
Posted: 08-08-2011
INTERNATIONAL. Marc Faber the Swiss fund manager and Gloom Boom & Doom editor spoke today about the Standard & Poor's credit rating downgrade of US sovereign debt, and how the downgrade was long overdue as the 'junk bond' was no longer worth of an AAA rating. He views the downgrade as moderately positive for equities because it shows investors there is a risk in holding government bonds and discusses the conditions that will lead to QE3. Speaking in an interview from Chiang Mai, Thailand, with Susan Li on Bloomberg's "Asia Edge" this morning, Faber said a government b
Posted: August 30, 2014
INTERNATIONAL. "I believe that in the wake of the Gaza war and the basis on which the ceasefire was established, a new momentum for peace negotiations might have been created."
Posted: August 30, 2014
QATAR. Price increases may suggest a potential overheating of the real estate sector. Closer analysis, however, indicates that the increase is still within the fundamentals of Qatar's fast growing economy and rapid population growth.
Posted: August 29, 2014
KUEAIT. There is plenty of potential in the Kuwaiti market, should investor interest remain and the government carries out its proposed spending plans. The government's 2014/15 budget is expansionary, with expenditure growth of 3.2% to US$77.3 billion.
Posted: August 28, 2014
SAUDI ARABIA. The Saudi Arabian index is the region's most diverse capital market due to its size and maturity; Jadwa Investment views the opening up of the Tadawul as an overall positive but believes a cautious and considered path to reform is the best way forward, much like the Chinese example.
Posted: August 28, 2014
LEBANON. The results of the Byblos Bank/AUB Consumer Confidence Index show a marginal improvement in January and February, picking up pace in March and April, and regressing in May and June 2014.
Posted: August 28, 2014
UAE. The Saudi equity market index hits a 6 year high; Fed Chief Yellen's commentary at Jackson Hole summit seen as constructive; India in a sweet spot for emerging market debt investors.
Posted: August 28, 2014
INTERNATIONAL. The second government shake-up in just five months rocked a country already battered by a jobless rate of more than 10%, high taxes and a budget deficit that stubbornly refuses to come down to the EU ceiling of 3% of GDP.
Posted: August 26, 2014
INTERNATIONAL. Is it time to stop thinking about stabilizing Syria and Iraq and start thinking of a new dynamic outside of the artificial states that no longer function? To do this, we need to go back to Lebanon, the first state that disintegrated and the first place where clans took control of their own destiny.
Posted: August 25, 2014
INTERNATIONAL. Commodities have been generally flat on the week as a rise in industrial metals was offset by losses across other sectors such as metals and grains.
Posted: August 25, 2014
UAE. With its oil wealth, population growth and strong demand for industrial and consumer goods, the MENA region is an attractive market. There are, however, potential pitfalls in doing business, particularly when it comes to appointing local agents to distribute products in the region.
Posted: August 23, 2014
QATAR. QNB report expects the ECB, the Bank of England and the Federal Reserve to keep to record-low interest rates for an extended period of time. Qatar's policy rates are likely to follow suit.
Posted: August 22, 2014
INTERNATIONAL. By 2040, Africa will experience faster economic growth than any other region and is expected to have the biggest labour force in the world; By 2030 Dar es Salaam and Luanda could have bigger populations than London has now.
Posted: August 21, 2014
INTERNATIONAL. The report found there are 15 million middle-class households in 11 of sub-Saharan Africa's top economies this year, up from 4.6 million in 2000 and 2.4 million in 1990, an increase of 230% over 14 years.
Posted: August 21, 2014
UAE. "The establishment of QIFs aimed at sophisticated, high-net worth investors is a welcome development which reflects the fact that a one size fits all approach to regulation is not appropriate."
Posted: August 20, 2014
UAE. Rising geopolitical tensions and slowing global growth; GCC markets remain steady in spite of increased global volatility; Commodity prices soft on China bank data.

MIDDLE EAST BUSINESS COMMENT & ANALYSIS

date:Posted: August 30, 2014
INTERNATIONAL. "I believe that in the wake of the Gaza war and the basis on which the ceasefire was established, a new momentum for peace negotiations might have been created."
date:Posted: August 30, 2014
QATAR. Price increases may suggest a potential overheating of the real estate sector. Closer analysis, however, indicates that the increase is still within the fundamentals of Qatar's fast growing economy and rapid population growth.
date:Posted: August 29, 2014
KUEAIT. There is plenty of potential in the Kuwaiti market, should investor interest remain and the government carries out its proposed spending plans. The government's 2014/15 budget is expansionary, with expenditure growth of 3.2% to US$77.3 billion.
QATAR. Price increases may suggest a potential overheating of the real estate sector. Closer analysis, however, indicates that the increase is still within the fundamentals of Qatar's fast growing economy and rapid population growth.
INTERNATIONAL. I think one of the big fallacies in people's thinking about the Iraqi oil sector has been the focus on who's making money producing the oil. The bigger impact is on consumers.
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