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...

Benjamin Netanyahu's Likud party, with a range of 23% to 30% Knesset seats over the last decade or so, has often relied on coalition partners. But this time, parties further to the extreme than Likud are registering, collectively, over 35% in recent...

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...

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...

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...

Yalla (YALA US) is a voice-based social network platform in the Gulf. Yalla can become a home-grown alternative to social network giants like Facebook in MENA. It is the largest voice chat in MENA in terms of revenue, according to Frost & Sullivan. I...