Nbad Insights

NBAD Insights 04: MENA Stocks, Signs of an improving economy / Back to Basics on 'Asset Allocation'

Informações:

Synopsis

In this episode, Mohammed Ali Yasin, the Head of NBAD Securities gives his forecast on the region's stock markets, and comments on expected IPOs – including Saudi Arabia's Aramco's valuation challenges – and the current trends, as well as the big names to watch for the next months (Aramex, Arabtec, Drake and Skull, among others). According to the head of NBADS, investors' sentiment is improving and will continue to do so later this year. Banks have weighed on the region's indexes and Mohammed considers the positive Q1 results of several large banks in the region as a sign of an improving economy, as liquidity increases. The FED's rising interest rates will also have a positive impact on the local banking sector. Good prospects for both the banking sector and real estate are expected for 2017.   In the 'Back to Basics' segment, Gerardo Amo, NBAD's Head of Discretionary Portfolio Management explains why it is important to keep a balanced portfolio and how you can do this through 'Asset Allocation' – please