03
Jul
Q3 Investment Strategy & Outlook 2023
Global Investment Climate - Key Points
Macroeconomic and political risks diminish
Positive surprises on the inflation front
Monetary policies increasingly decorrelated
Hesitations in fixed-income markets
Return of risk-on in equity markets
Relatively favourable conditions for financial assets
UAE Investment Climate - Key Points
UAE’s Hydrocarbons GDP Contracts, while Non-Oil Sectors Thrive on Consumer
Demand and Tourism RecoveryUAE PMI hits four-year high in Q2 2023
Inflation in Dubai Shows Signs of Moderation in Q2 2023
Dubai Real Estate Market Soars to New Heights in Q2 2023
Dubai’s economy has rebounded reaching 98% of pre-pandemic levels
Key convictions for Q3 2023 - Key Points
Recession risks diminish as positive surprises look likely
A better scenario for inflation is emerging
Significantly more positive outlook for monetary policy and interest rates
Stock market climate once again favourable to all asset classes
