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The 15th Annual One on One Conference 2019
Navigating The Path To Opportunities
Frontier Emerging Markets
The Year Ahead 2019: End of the cycle blues
In our 2019 Year Ahead report, we look at the 263 equity stocks that we cover across 21 markets in FEM and highlight what we believe will be the key trends and the stocks we expect to outperform and underperform.
We cover stocks and economies in 11 countries in MENA as well as leading frontier markets such as Pakistan and Vietnam. We firmly believe in an on-the-ground analyst presence, which we believe differentiates ourselves from our peers
RESEARCH LIBRARY – RESEARCH ON ONE PAGE
All our research can be found in the Research Library and the "My EFG" page saves all your downloads and search history for ease of access
OUR RESEARCH... YOUR WAY!
3Q19 rebalancing announcement
Yousef Mourad, CFA
Egypt Indices – 3Q19 rebalancing announcement
Hermes MENA Indices – 3Q19 rebalancing
Adjusting for stock split, weaker price outlook; maintain Neutral
Kuwait upgraded to EM subject to two conditions
Mohamad Al Hajj
USD-EGP: Looking for volatility in 4Q19; updating forecasts
Mohamed Abu Basha
MSCI country classification: All eyes on Kuwait
Mohamad Al Hajj
Approaching an inflection point; reiterate Buy
Advanced announces game-changing 750ktpy PP project in KSA; reiterate Buy
Pakistan Fertiliser – Urea sales improve 20% Y-o-Y, backed by strong seasonal demand and anticipation of higher prices
Pakistan Cement – Supply-side pressure intensifies as third expansion for the year walks in
Mezzan plans to acquire c67% of Kuwait Saudi Pharmaceutical Industries Co. for KWD21mn
CIRA to acquire 60% of British Columbia Canadian International School
Egypt’s Supreme Council of Universities proposes reducing student intake in pharmacy and dentistry majors by 25%; limited impact on CIRA
Nadec, Al Safi Danone abandon merger plans
What does the Saudi sugar tax mean for dairy and juice players?
18 June 2019
Dubai Property Chartbook – June Issue
10 June 2019
MENA Chemicals Monthly - June Issue
03 June 2019
Awaiting budget push, sticking with banks and USD-hedges
Jawad Shamim, CFA
/ Haris Imtiaz
08 April 2019
MENA Banks 1Q19 preview - Saudi & Kuwait enjoying purple patch
Elena Sanchez-Cabezudo, CFA
THE CHALLENGE OF THE RESEARCH RESPONSIBILITY
We are pleased to announce the launch of our new Research portal. In addition to the new design and layout, functionality has been greatly enhanced to ensure smoother and user-friendly browsing experience that allows you to navigate our award-winning Research reports via an optimised navigation structure.
Leading Research Capabilities
Our research effort brings together the perspectives of a diverse range of expert analysts—from fundamental and quantitative to economic and strategy. Their common focus is identifying opportunities and delivering better investment solutions and results for our clients.
Our analysts have in-depth sector experience, thanks to a wealth of corporate and industry-specific experience. We believe this enables our analysts to offer our clients ‘real views’ on the industry and gives our clients value-added investment ideas and research.
Our quantitative models are highly sophisticated, and while they are exceptionally in-depth, we have made them concise and easy to understand for our clients. We believe our quantitative models are one of the main reasons we consistently outperform, in terms of client expectations.
Our award-winning macroeconomics team will bring you the latest economic news from around the region and highlight the impact from regional, sectoral, and company perspectives. The team focuses on adding fresh insights, complemented by our on-the-ground presence.
MENA & Frontier Strategies
Our strategy team is focused on a top-down view of MENA and Frontier strategies, targeting investment ideas and trades that we believe will help our clients outperform. Our MENA top 20 list has consistently outperformed the market since inception.
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