The Investor's Corner

Follow our experts' latest views on the market to anticipate trends before your peers

UAE markets intraday review

INTERVIEW – Al Arabiya TV – 18 October 2017

Mohammed Ali Yasin, the CEO of NBAD Securities, commented on the drop in DAMAC’s profits for the first 9 months of 2017. He also mentioned that investors are waiting the results of banks and Blue Chips companies, next week, before they make their next investment decision

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Confidence is growing across global markets

Weekly Investment View – 15 October 2017

For a number of years, investors have grown accustomed to growth forecasts being revised downwards during the year – but we predicted that this year would be different. In line with ‘Outlook 2017’ published in January the IMF has once again revised its global growth forecast upwards. However, on the equity front, although we are still hoping for a moderate correction to enable long positions to be added to, we have not yet reached any kind of euphoria that would signal the end of the long equity bull market

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What’s behind the surge in trading on the Dubai Financial Market

INTERVIEW – Dubai Eye – 12 October 2017

Mohammed Ali Yasin, the CEO of NBAD Securities, Recent statements from the Minister of Economy on the country’s liquidity, along with positive news on oil prices and new IPOs coming in played an important part in October’s surge in traded volumes, said Mohammed Ali Yasin, the CEO of NBAD Securities. Until last month “there was no such catalyst to encourage people to enter the market”, he added. Even though volumes are not yet sufficient for analysts to talk about index improvement Mr Yasin remains very optimistic, partly due to expected IPOs.

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Friendly Markets Still

Weekly Fixed Income Comment – 09 October 2017

Amongst the time honoured tasks of a portfolio manager, the quarterly report is firmly on the list. The review of the last 3 months and a look ahead to the next 3. Normally seen as an important but less than thrilling task, this particular mode of reflection does occasionally(...)

Ian Clarke, Head of Fixed Income Fund Management

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Why Saudi Arabia And Uae Earnings Are Under Pressure

INTERVIEW – Bloomberg TV – 04 October 2017

Mohammed Ali Yasin, the CEO of NBAD Securities, does not expect any surprises for the next earnings season. “The market has disappointed over the past few months” in terms of traded value and index movement, he said. Positive news that came from Saudi Arabia had boosted market performance in the 2nd and 3rd quarters, which we don’t have at the moment, according to Mr. Yasin. “The sentiment has mellowed down and investors are waiting for a catalyst to change that.”

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Bullish euro/bearish dollar trend to continue?

The Bigger Picture – 05 September 2017

Investors should not get too excited about short-run cyclical improvements in the Eurozone when the degree of required structural change remains substantial. The dollar has already discounted much Trump-related bad news for the time being, hence could easily bounce from current levels, limiting euro upside. We have revised our expected six-month trading range to $1.1200-1.2500 (from $1.0500-1.1700 previously).

Alain Marckus, FAB Director of Investment Strategy - Global Asset Management

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Strengthening UAE & Mena Markets

Weekly Equity Comment – 17 July 2017

A strong performance from Mena equity markets over the past week with our Mena and UAEequity funds and portfolios registering between 2% and 4% return. Mena equity returns were supported by a stable global backdrop and higher oil prices(...)

Saleem Khokhar, Head of Equities Fund Management

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