Macro Analysis /

Egypt Equity Strategy 2020: Ready for Recovery

    Al Ahly Pharos Securities Brokerage
    9 December 2019

    Please find attached our 49-page equity strategy report for 2020, in which we present:

    1. Egypt Macro: Post-Reform Focus
    2. Global Markets Backdrop: Emerging Markets to Outperform
    3. Egypt: Stands out Against EM peers 
    4. Themes in Play: Back to Essentials
    5. Sector Reviews: Outlook, Hopes, Fears, and Picks
    6. Data Screens: The Whole Seven Yards

    We wish you a wonderful 2020.