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“Lack of intelligence is the greatest poverty” – Arabic Proverb.

   

Latest Insights

Political Concerns Tempered by a Good IMF Growth Report

Weekly Investment View – 23 April 2017

In this week’s investment view we look at the ‘snap’ UK general election called by Theresa May and its possible advantages, the background to the first round of the French presidential elections, Turkey’s referendum devolving increased powers to Mr Erdogan, China’s good first quarter GDP statistics, and the optimistic IMF global growth update, followed by the Investment Summary, detailing last week’s asset allocation changes.

Claude-Henri Chavanon, NBAD’s Head of Global Asset Management

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MENA Stocks - Signs of an improving economy / Back to Basics on ‘Asset Allocation’

NBAD Insights Podcast – 20 April 2017

In this episode, Mohammed Ali Yasin, the CEO of NBAD Securities, gives his forecast on the region’s stock markets, and comments on expected IPOs - including Saudi Arabia’s Aramco. According to him, investors’ sentiment is improving and will continue to do so later this year.
In the ‘Back to Basics’ segment Gerardo Amo, the Head of Discretionary Portfolio Management at NBAD Private Bank (Suisse) explains why it is important to keep a balanced portfolio via ‘Asset Allocation’.

Listen to the podcast and read the transcript

GCC Fixed Income Chart Book: Q1 2017 Review

19 April 2017

The GCC bond and sukuk markets have had a stellar Q1 and are set for another record year in terms of new issuance. NBAD’s Market Insights & Strategy team provides a quick snapshot of this market and the key developments in this report.

Chavan Bhogaita, Managing Director and Global Head of Market Insights & Strategy

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Interview – UAE Market Performance for the day

Dubai TV – 20 April 2017 – ARABIC

Mohammed Ali Yasin, the Chief Executive Officer of NBADS reviews the daily market performance and discusses the effects of the Q1 2017 financial announcements of leading companies in the banking sector such as Emirates NBD. He also tackles questions on the recapitalization and restructuring of Arabtec and DSI.

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Iraq Politics & Economics – The Next Battle

Hot Topics – 13 April 2017

Over the past few years, the primary focus for the Iraqi government – in tandem with its local and foreign partners – has been and remains working to defeat ISIS. They now appear close to achieving this goal. Reconstruction, dealing with the humanitarian crises and establishing political stability across the country will then be their next and probably even greater challenge.

Glenn Wepener, Executive Director & Geopolitical Analyst Middle East & Africa
Omar Abdulhadi, Associate Director & Analyst

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Saudi Arabia to Print Debut US$ Sukuk

04 April 2017

Following on from the record-breaking bond issue last October, the Kingdom of Saudi Arabia is back in the market this time looking to print a sukuk transaction. In the attached report NBAD’s Market Insights & Strategy team provides some initial thoughts on pricing and relative value. Watch this space for further updates.

Chavan Bhogaita, Managing Director and Global Head of Market Insights & Strategy

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Daily Market News

Latest Global Market Reports

Saudi Arabia’s Pivot to Asia

Hot Topics – 23 March 2017

Asia was the prime destination for Saudi Arabia’s oil sales last year taking just under 70% of the country’s total crude exports. As the Kingdom adjusts its domestic and foreign strategic goals, a number of factors including King Salman’s three-week long tour of Asia and Saudi Aramco’s recent energy related acquisitions, suggest an increased focus on that region.

Glenn Wepener, Executive Director & Geopolitical Analyst Middle East & Africa

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Other Regional and Sector Insights

Video: Asset Allocation: The Basics

GIO Videos – 30 March 2017

There are many advantages to investing in a balanced portfolio. An effective asset allocation process can significantly increase the total return, while reducing the volatility of those returns.

Gerardo Amo, Head of Discretionary Portfolio Management

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Middle East & African Currency Guide 2017

Emerging Markets and G10 Currencies – 20 March 2017

A detailed guide to the Middle East and African currency markets covered by NBAD.

Glenn Wepener, Executive Director & Geopolitical Analyst Middle East & Africa

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