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Kuwait Cabinet resignation reinforces tepid investment case

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
13 January 2021

Oil: The cheapest oil exporter equity markets

Hasnain Malik 8 January 2021

UAE doing all it can to reignite expats, Dubai equities still cheap

Hasnain Malik 24 November 2020

Oman personal income tax a precedent for others in the GCC

Hasnain Malik 2 November 2020

Saudi and GCC ugly fiscal truth from low oil prices

Hasnain Malik 20 October 2020
Latest articles in Kuwait

Kuwait Cabinet resignation reinforces tepid investment case

The top-down investment case in Kuwait equities is tepid and likely remains so: growth is low, fiscal deficit is high, valuation is not compelling relative to history or on an absolute basis, and the MSCI EM index-related inflows have run their cours...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 13 January 2021
Kuwait Cabinet resignation reinforces tepid investment case
Kuwait Cabinet resignation reinforces tepid investment case

Oil: The cheapest oil exporter equity markets

Covid-19 second waves, the reliance on Saudi unilaterally shouldering the burden of marginal output restraint, and the fragile nature of Saudi-Russia cooperation tempers our optimism on oil relative to other commodities with secular demand drivers (e...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 January 2021
Oil: The cheapest oil exporter equity markets
Oil: The cheapest oil exporter equity markets

Frontier and MENA 2021 Outlook: A New Era of Investment

Markets had expected greater economic normalization globally as we headed into the end of 2020, but rising COVID-19 cases in various parts of the world mean the pandemic is likely to persist into the next year. In Asia, Vietnam has beaten back a seco...
Franklin Templeton
Investment Adventures in Emerging Markets 22 December 2020
Frontier and MENA 2021 Outlook: A New Era of Investment
Frontier and MENA 2021 Outlook: A New Era of Investment

Kuwait election unlikely to alter populist obstructionism, equities unappealing

The funds inflow fuss of the inclusion of Kuwait equities in mainstream EM benchmark indices (eg with a c50bp weight in MSCI EM) has now finally passed. For those compelled to own stocks exposed to city-state hydrocarbon economies, better value versu...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 6 December 2020
Kuwait election unlikely to alter populist obstructionism, equities unappealing
Kuwait election unlikely to alter populist obstructionism, equities unappealing

UAE doing all it can to reignite expats, Dubai equities still cheap

Are these reforms sufficient? They are more likely to help the off-plan (eg Emaar Development) than the completed (eg Emaar Malls) part of the real estate sector, which might prompt a reversal in the relative ytd performance of these two subsidiaries...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 24 November 2020
UAE doing all it can to reignite expats, Dubai equities still cheap
UAE doing all it can to reignite expats, Dubai equities still cheap

Oman personal income tax a precedent for others in the GCC

It should be no surprise that Oman is attempting to increase fiscal revenue from tax given persistent low oil prices is pushing its fiscal deficit to 18% and 17% in 2020 and 2021, respectively, according to IMF forecasts. But the pace of introduction...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 2 November 2020
Oman personal income tax a precedent for others in the GCC
Oman personal income tax a precedent for others in the GCC