Q2 Investment Strategy & Outlook 2019

01 Apr

Q2 Investment Strategy & Outlook 2019

Global Investment Climate - Key Points

  • From panic to euphoria within a quarter
  • Rate markets do not believe in an economic upturn
  • Central banks yield to pressure
  • Loss of momentum and profit taking
  • Leading indicators soon to turn positive?

UAE Investment Climate - Key Points

  • Fiscal stimulus focused on infrastructure ahead of Expo 2020
  • Better prospects of GDP Growth with recovery in oil prices
  • Construction activity to remain strong in 2019
  • Adjustment of the real estate supply and growing population
  • UAE government maneuvering to stand up to the challenge
  • Dubai’s property market is witnessing signs of green shoots

Key convictions for Q1 2019 - Key Points

  • Global economic upturn in Q2
  • Central banks slow their normalisation process
  • Inflation sustained by job market and commodities
  • Political tensions lessen
  • Loss of momentum and temporary profit taking