Q3 Investment Strategy & Outlook 2023

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 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