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
