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 12, 2014
INTERNATIONAL. "Sovereign creditworthiness will likely remain the main driver behind bank ratings changes. But we note that many other risk metrics for the banks have remained fairly resilient, from profitability to funding and asset quality."
Posted: August 12, 2014
UAE. Aruba Networks in collaboration with The Future Laboratory pinpoints some key trends that will shape the workplace of tomorrow.
Posted: August 12, 2014
UAE. "The benefits of customer-funding are far more than just the freedom from heavy loans and interfering investors. Entrepreneurs must realise that their top priority - at least during the early days - is to find paying customers, not to raise capital."
Posted: August 11, 2014
UAE. Study reveals systematic differences in how banks disclose fair values of loans and write off bad or "impaired" debt in 16 countries.
Posted: August 11, 2014
QATAR. The outlook remains uneven and risks are tilted heavily on the downside. The eventual rise in US interest rates and geopolitical risks emanating from Eastern Europe and the Middle East are likely to add to the investment slowdown.
Posted: August 11, 2014
INTERNATIONAL. Multiple geopolitical worries halted the slide in crude oil and gave precious metals a lift while industrial metals took stock following disappointing data from China and Europe.
Posted: August 11, 2014
SAUDI ARABIA. Higher public spending and robust credit growth should support non-oil growth with construction, transport, manufacturing and retail sectors in the lead; A slowdown in global growth and geopolitical tensions constitute key risks, though they are less acute and more evenly balanced than in recent years.
Posted: August 10, 2014
UAE. Big data has the potential to increase top-line revenues by providing better and more timely insights on target consumers; Many organizations, including in the Middle East, are starting to invest in developing their capabilities to take advantage of big data.
Posted: August 7, 2014
UAE. GCC equities maintain positive tone during Eid festival despite global jitters; Conviction calls in local bonds till liquidity normalizes; Global risk aversion is positive for the US currency.
Posted: August 7, 2014
INTERNATIONAL. Nigeria and South Africa dominate the infrastructure market; A substantial increase in spending in the basic manufacturing sector is expected in sub-Saharan Africa.
Posted: August 7, 2014
INTERNATIONAL. "In July investors invested almost all net new money into equity exposures as investor confidence was positive through most of month."
Posted: August 7, 2014
INTERNATIONAL. White paper published by MBA graduates of Harvard Business School in collaboration with Growthgate Capital, suggests that many of the beliefs surrounding the impact of PE firms, such as job destruction and an excessive focus on short-term profitability, do not hold.
Posted: August 6, 2014
UAE. It is said that education is the best investment you can make for yourself and for your children. The affluent population in the Middle East appear to agree. They are also amongst the most digitally plugged-in in the world.
Posted: August 6, 2014
UAE. Cross- border bank M&A transactions to double by 2025, set to outpace GDP growth in emerging markets; Deloitte report also outlines the steps that these banks will need to take in order to expand internationally.
Posted: August 6, 2014
UAE. Valuations for resources sector equities are currently very attractive and trading below historical levels; Positive outlook is based on the size of differential between what it sees as positive company specific drivers versus a negative - often macro driven - consensus view.

MIDDLE EAST BUSINESS COMMENT & ANALYSIS

date: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.
date: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.
date: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.
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.
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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