Browsing All Posts filed under »Markets«

Aldar-Sorouh merger: Who gains? Who feels the pain?

March 13, 2012

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The merger sends the signal that Abu Dhabi won’t let its companies fail. Consolidation in a sector is always good news for investors and shareholders. This was proved true when the merger announced between Abu Dhabi-based master developers Aldar Properties and Sorouh Real Estatepushed their share prices up by almost 10%. The merger will create […]

MENA equities shaping for a gang-busters recovery?

February 28, 2012

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The seven major GCC stock markets have so far gained 6.98% in 2012. If the geo-political situation in the region remains relatively stable this year, equity investors in the Middle East and North Africa can hope to recover some of the massive losses they sustained in the aftermath of the Arab Spring and the global […]

Arab investment outlook this year is challenging

January 10, 2012

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Gulf markets alone lost USD 52 billion, despite significant oil revenues during 2011. Here’s the bad news: The Middle East and North Africa region’s stock markets lost more than USD 100 billion in 2011, according to Zawya’s market analysis tool. Gulf markets alone lost USD 52 billion, despite significant revenues generated by high crude prices […]

Caught in the sinking euro’s vortex

September 13, 2011

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A case for battening the hatches while the Greek tragedy plays itself out? Although the European single currency staged a mild recovery on Monday from its Friday fiasco, concerns remain that sentiment-driven trading is pulling other currencies down along with the euro. The Australian and Canadian dollars fell sharply, while emerging-market currencies also tumbled. The […]

Have bullion prices entered bubble territory yet?

September 13, 2011

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Analysts seem confident that gold has quite a run ahead. It’s not just the retail seasonal demand that is expected to drive gold prices higher and higher, it’s the economy, stupid. As fears of a double-dip recession gain traction across the world, safe-haven buying of bullion will continue. In fact, retail jewellery demand has been […]

Libya’s liberation: Just an economic blip?

August 23, 2011

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Larger global issues will impact asset prices more than the return to the market of 1.4 million barrels per day. All else being equal, news of the fall of Muammar Gaddafi’s regime in Libya would have caused a minor downward spike on the oil price chart and a bit of a relief rally on equity […]

It’s the growth story, stupid!

August 16, 2011

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A US credit downgrade is only part of the story. Sluggish economic growth remains the real concern. When the long-term creditworthiness of the United States was downgraded from triple-A to double-A-positive by Standard & Poor’s, it highlighted the concern surrounding the world’s largest economy’s ability to service its debt. Indebtedness is, however, only one aspect […]