Q3 Investment Strategy & Outlook 2023

03 Jul

Q3 Investment Strategy & Outlook 2023

Posted by Ahmad Saidali In Quarterly Investment Strategy 0 comment

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 Recovery
UAE 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

If you wish to learn more about our services, do not hesitate to contact us: Info@bearbull.ae

© 2024 BearBull Global Investments Group | All rights reserved .

BearBull Global Investments Group Limited is licensed by the Dubai Financial Services Authority (DFSA)

Legal Privacy Policy Sitemap