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: July 16, 2014
UAE. Overall, global monetary policies remain very supportive of - and focused on - global growth, according to Baring Asset Management. In this scenario, equities should remain the major building blocks of portfolios.
Posted: July 16, 2014
UAE. "Dubai is a niche market. On a global competition basis, we know it is difficult to undo the ecosystem created over decades by established hubs. The more sophisticated institutional investors that set up, the better it is for the overall ecosystem."
Posted: July 15, 2014
INTERNATIONAL. A net 61% of global asset allocators are now overweight equities; Inflation expectations reach record levels; Exposure to commodities has risen to its strongest in more than a year.
Posted: July 15, 2014
INTERNATIONAL. At this moment, we know for certain that Israel has amassed a force sufficient to initiate ground operations but has not done so. Hamas has not fired a saturation attack, assuming it could, but has forced Israel to assume that such an attack is possible.
Posted: July 14, 2014
UAE. Dubai and Abu Dhabi ranked 67th and 68th most expensive cities to live, according to Mercer's 2014 Cost of Living Survey; Dubai's ranking soared 23 places from last year's position.
Posted: July 14, 2014
UAE. The industry will see a slowdown in the summer months, however EY report remains positive and predicts strong growth through the rest of 2014.
Posted: July 14, 2014
UAE. Standard Chartered Private Bank, Campden Wealth Research launch first Asia, Africa and Middle East HNW report, "Business Before Wealth".
Posted: July 14, 2014
UAE. According to an EY report, the increasing role of the private sector in both power generation and water could boost opportunities for large-scale transactions in MENA; Growth rather than consolidation is expected to be a dominant driver of activity.
Posted: July 12, 2014
QATAR. Global spending on energy subsidies totaled US$492 billion in 2011. Middle East and North Africa countries alone accounted for nearly half of that amount, making the burden of subsidies on public resources quite substantial.
Posted: July 11, 2014
INTERNATIONAL. Gold has outperformed the Dow this year; The US economy is not recovering and will relapse into recession, perhaps beginning in the second half of 2014.
Posted: July 11, 2014
INTERNATIONAL. 20-year Current Market Outlook reflects 4.2% increase in demand, led by Asia-Pacific market, including China; Single-aisle airplane segment is fastest growing.
Posted: July 10, 2014
UAE. GCC equities remain supported by a strong macro backdrop; Geopolitical issues in Iraq are now well factored in; The US economy and equity markets continue to outperform.
Posted: July 9, 2014
INTERNATIONAL. As a user of the fix (not a fixing member) we remain satisfied that the process is fit for purpose and it is with some disappointment we see the dismantling of an institution not because it is outmoded or anachronistic, but because the right questions have not been asked.
Posted: July 9, 2014
INTERNATIONAL. Moscow's strategy is about taking over countries from within. In this battle, it is precisely during the quiet periods, when an issue like Ukraine drifts off the front pages because of the Middle East, for example, that we should be worried.
Posted: July 9, 2014
INTERNATIONAL. A permanent imbalance whereby only 20% of the economy - listed companies and banks - receives 100% of the available credit, is suffocating the remaining 80%, which are the SME's.

MIDDLE EAST BUSINESS COMMENT & ANALYSIS

date:Posted: July 31, 2014
INTERNATIONAL. One aspect of this war is that both sides apparently found it necessary, despite knowing it would have no definitive military outcome. The question therefore is not what the point of all this is but where all this ends.
date:Posted: July 31, 2014
UAE. Indonesia should lead the way in ASEAN markets over the next year; The best performing markets in the second quarter were Thailand and the Philippines; Health care strongest sector in ASEAN in Q2.
date:Posted: July 31, 2014
SAUDI ARABIA. One must tread this path cautiously. While there is no reason to doubt the intention of, there is no guarantee that this measure will materialize within the given time frame.
INTERNATIONAL. Israel mobilised 16,000 additional reservists Thursday to bolster forces fighting in Gaza as Washington gave its ally the go-ahead to raid stocks of emergency US weapons stored on Israeli soil.
INTERNATIONAL. The future will be decided in a race between global advances in demand for resources, complex technology and biotech innovation, and growing sovereign debt.
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