BMI’s Middle East and North Africa (MENA) team expects to see further gains for Qatari stocks for the following reasons: Qatar is the most politically stable country in MENA. So far no signs of unrest have been recorded since the start of 2011. Furthermore, with countries like Bahrain, Yemen and even Oman being strongly affected… [Read more]
On this week’s podcast, BMI’s Head of Country Risk & Financial Markets Justin Patrie talks to Jean-Paul Pigat about the ongoing political crisis in the Middle East. The discussion centres on the tactical and strategic implications for regional/global markets and macro. Justin and Jean-Paul also discuss potential political scenarios in Saudi Arabia and Iran as… [Read more]
Business Monitor International (BMI)’s Head of Middle East and North Africa Analysis, Jean-Paul Pigat, has just returned from a trip to the region, where he met top-level policymakers and investors. Earlier today, he spoke to the BBC’s World Business Report and discussed the implications of the crisis on investment into the region. Meanwhile, BMI will… [Read more]
Regular readers of this blog will know that I have been to Dubai a couple of times over the past few years, most recently in March 2010 (see Dubai: Notes From A City At The Cross Roads) and have commented several times on the emirate’s financial crisis. Well, now I have come back from another… [Read more]
By and large Risk Watchdog likes the outlook for the global IPO (initial public offering) market. With the pipeline bulging, I expect activity to remain robust in Q4 2010 and moving into 2011. Within this realm, I especially like the outlook for new listings in the Asian theatre. Indeed, Risk Watchdog’s core view is that… [Read more]
Emerging Market (EM) equities are looking pretty good at the moment, with the prospects of further quantitative easing out of the US Federal Reserve in particular helping to push a host of markets higher. Here at BMI, my colleagues and I have already entered bullish positions in our Key Market Views mock portfolio on Colombian,… [Read more]
Having surpassed the US$1trn mark, we take a look at Islamic banking and its outlook over the next couple of years. Liz Martins, Head of Middle East and North Africa analysis at Business Monitor International, discusses some opportunities and threats of an industry that is expected to double in size over the coming five years.
