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Oil: The cheapest oil exporter equity markets

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
8 January 2021

Oil: Saudi takes one for the team, masking demand and compliance cracks

Hasnain Malik 6 January 2021

Iran likely to react to nuclear scientist killing with restraint not revenge

Hasnain Malik 28 November 2020

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
Latest articles in Qatar

UAE aluminium exempted from US import tariff as Trump leaves office

In his final hours at the White House, outgoing US President Donald Trump exempted the United Arab Emirates (UAE) from 10% tariffs on aluminium imports. Two weeks ago, EGA successfully ramped-up production at its new US$3.3bn alumina refinery to its...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 21 January 2021
UAE aluminium exempted from US import tariff as Trump leaves office
UAE aluminium exempted from US import tariff as Trump leaves office

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

Oil: Saudi takes one for the team, masking demand and compliance cracks

The Saudi unilateral output cut is obviously positive for oil price short-term and most other oil exporters: Russia in large EM, Qatar in small EM, and Kazakhstan in FM (for those unable to repatriate from Nigeria) are our top oil exporter picks. Oil...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 6 January 2021
Oil: Saudi takes one for the team, masking demand and compliance cracks
Oil: Saudi takes one for the team, masking demand and compliance cracks

Qatar and Saudi start to mend ties, not clear UAE will join in GCC patch-up

At first glance, the investment implications for the GCC region are neutral because the UAE may not be mirroring Saudi and this may signify a split in approach. For Qatar, even a partial removal of restrictions is positive but, in our view, its inves...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 5 January 2021
Qatar and Saudi start to mend ties, not clear UAE will join in GCC patch-up
Qatar and Saudi start to mend ties, not clear UAE will join in GCC patch-up

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

Iran likely to react to nuclear scientist killing with restraint not revenge

Iran may be regarded as recalcitrant by its geopolitical opponents, and even portrayed as rabid by the most virulent amongst those opponents, but investors looking at oil price and the Middle East (Saudi and the GCC, Iraq, Israel, and Lebanon) should...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 28 November 2020
Iran reaction to nuclear scientist killing likely restraint not revenge
Iran reaction to nuclear scientist killing likely restraint not revenge