Q3 Investment Strategy & Outlook 2024

01 Jul

Q3 Investment Strategy & Outlook 2024

Posted by Ahmad Saidali In Quarterly Investment Strategy 0 comment

Global Investment Climate - Key Points

Macroeconomic uncertainties and surprises mark the quarter
Slowdown scenario replaces recession risks
Further easing of inflation and interest rates likely
Temporary decoupling of monetary policies
A more favourable half-year for equities
Positive outlook for financial assets

UAE Investment Climate - Key Points

Real GDP expanded by 4.3% in Q1 2024 and is anticipated to accelerate to 6.2% in 2025
The UAE PMI slowed to 54.6 in June but remained above the 50 neutral mark, indicating robust expansion
UAE inflation forecast lowered for 2024 to 2.3%
Dubai residential market sees accelerating price growth in 2024
UAE financial markets end Q2 2024 with gains, breaking decline streaks

Key convictions for Q3 2024 - Key Points

Inflation moves closer to central bank targets
Convergence of new monetary policy easing cycles
Economic resilience and moderate growth
Still a favourable environment for financial markets

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