INTERNATIONAL. Given what we know in terms of supply and demand we feel that oil prices are trading expensively but the geopolitical risk premium will stay for the foreseeable future leaving selling interest only in the hands of brave hearts.
UAE. "Middle Eastern interest in African investment opportunities has been noteworthy historically given that Sub-Saharan Africa is just next-door. Over the last decade, Dubai logistics and air travel have become Africa's hub and link point for China and the rest of Asia."