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 15, 2014
KUWAIT. Kuwait confirms the network layout for its new US$20 billion metro with construction due to begin in 2017; KNPC to invest US$35 billion on expanding oil and gas projects over the next five years.
Posted: August 14, 2014
INTERNATIONAL. Realism counsels caution, because a bias for action can often lead to disaster. But actually Obama is not a realist, yet he understands restraint. He rushes in with drones and advisers rather than with ground troops. But that is only the beginning of realism, not its culmination.
Posted: August 13, 2014
UAE. The initial public offering market in the GCC in the second quarter of 2014 started off and ended on a high, with a total of seven IPOs, compared to two in Q1 2014.
Posted: August 13, 2014
UAE. Strong earnings from Saudi Arabia equities offer value; GCC bond markets stable despite high-yield bond jitters; Commodities remain range-bound.
Posted: August 13, 2014
KUWAIT. A key driving factor that will drive the growth Islamic finance development in Africa is the growing significance of trade and investment relationships between Africa and key Islamic finance jurisdictions, particularly, the GCC.
Posted: August 13, 2014
INTERNATIONAL. The case for a diversification with gold in a portfolio remains strong especially with the valuation of the stock and bond markets being stretched.
Posted: August 13, 2014
INTERNATIONAL. This Friday sees Thomson Reuters / CME roll-out of their new fixing engine and market participants are understandably clueless about how it works less than two days before it goes live.
Posted: August 13, 2014
INTERNATIONAL. Sentiment towards Europe has fallen significantly - the earnings outlook for the region suffered its greatest monthly fall since the survey started - but emerging markets thrive.
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.

MIDDLE EAST BUSINESS COMMENT & ANALYSIS

date:Posted: September 1, 2014
UAE. The Middle East's top brands have grown by an average of 38%, according to The Brand Finance Middle East 50; This brings the total value of the top 50 above US$50 billion for the first time; Emirates holds the top spot and remains far ahead of the rest.
date:Posted: September 1, 2014
SAUDI ARABIA. Consumer spending also remained robust; Non-oil exports rebound owing to greater production of petrochemicals and plastics.
date:Posted: September 1, 2014
INTERNATIONAL. Oil markets since 2011 have become less price sensitive to actual supply disruptions, especially to those geopolitical events that have taken place since the Arab Spring.
UAE. The Middle East's top brands have grown by an average of 38%, according to The Brand Finance Middle East 50; This brings the total value of the top 50 above US$50 billion for the first time; Emirates holds the top spot and remains far ahead of the rest.
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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