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The Investor's Corner

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

The Cut and Thrust Of Markets

Weekly Investment View – 15 April 2018

This week’s report touches on a number of market factors, including how domestic political pressure at home may cause Trump to temper his overall stance on trade. Wall Street bank results so far beat expectations, and helped by lower tax, and the overall portents are good. Crude oil was already doing well, discounting some action in Syria – but it’s not just down to geopolitics, says the IEA. Investors should make sure they have sufficient hedge positions in gold; $1,366 is the technical level to watch. The IMF will update us on their outlook for global growth this week, which is slowing, but not disastrously – in any case this will slow rate rises from the central banks. Geopolitical factors should not suggest liquidation (we still believe in the ‘long cycle’), although the FAB Asset Allocation Committee may begin to consider ‘Sell in May and Go Away’ logic when it meets later this week.

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Saudi Arabia's possible inclusion into the FTSE and MSCI

INTERVIEW – Bloomberg – 28 March 2018

Mohammed Ali Yasin , the FABS CEO

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The Dhs30 billion tie-up between Emaar Properties and Aldar.

INTERVIEW – Dubai Eye – 21 March 2018

Mohammed Ali Yasin , the FABS CEO

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FAB’s YASIN says Regions Markets win with receding tension

INTERVIEW – Bloomberg TV – 21 February 2018

Mohammed Ali Yasin , the FABS CEO discussed the Saudi economy and how banks are benefitting from changing interest rates.

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UAE Market Performance for the day.

INTERVIEW – Al Arabiya TV – 07 February 2018

Mohammed Ali Yasin , the FAB Securities CEO discussed the geopolitical risks in the Middle East and talks about the markets

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FAB’s Yasin says Regions Markets win with Receding Tension.

INTERVIEW – Bloomberg TV – 17 January 2018

Mohammed Ali Yasin , the FAB Securities CEO discussed the geopolitical risks in the Middle East and talks about the markets

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A Quieter Start

Weekly Fixed Income Comment – 13 November 2017

So now we know how the seventh innings started: on a soft note. The regional news centring on Saudi Arabia obviously had an impact on our markets last week but was also a factor in the weaker credit markets that we saw globally, along with focal points in the US high yield markets centred on some of the companies in that universe and outflows from the(...)

Ian Clarke, Head of Fixed Income Fund Management

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Mena Equity Commentary

Weekly Equity Comment – 06 November 2017

The GCC region remains volatile and continues to be impacted on the macro and political front. Last week the IMF updated its regional outlook for the Middle East, although growth concerns remain, IMF forecasts highlight fiscal initiatives with oil break-evens mostly falling. Kuwait remains best positioned in the current environment(...)

Saleem Khokhar, Head of Equities Fund Management

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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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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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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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