Q1 Investment Strategy & Outlook 2021

19 Jan

Q1 Investment Strategy & Outlook 2021

Posted by Ahmad Saidali In Quarterly Investment Strategy 0 comment

Global Investment Climate - Key Points

Health measures necessitated by the 2nd wave threaten growth in the short term
Covid-19 factor no longer influencing financial markets
Reduced political risks and uncertainties
New BFM paradigm supporting enthusiasm and risk-taking
Central banks vaccinating markets against high valuations

UAE Investment Climate - Key Points

UAE economic activity is expected to rebound in 2021
Dubai’s economy is expected to grow by +4.0%.
Real estate at the bottom of the cycle in Dubai
The UAE is second globally in Covid-19 vaccine administration rates

Key convictions for Q1 2021 - Key Points

Weaker-than-expected global economic recovery in Q1
Solid macroeconomic outlook for 2021
Continuing support of budgetary, monetary and tax policies
The recovery will be green and favourable to stocks associated with the energy transition
Another positive year for risky assets?

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