Report
EUR 52.48 For Business Accounts Only

Implications of Trump win on MENA


  • ​The vote for political change has increased risk aversion and flight to quality, predictably boosting safe haven assets like gold though not UST, while pressuring oil, commodities and EMs/FMs.
  • Direct impact on MENA could come from a more cooperative approach with Russia in Syria (potentially easing refugee crisis); however, Trump seeks to renegotiate the deal with Iran.
  • Generally, we see a more hands off approach from the US internationally, creating more political uncertainty for the region as well, while a confrontation with China (economically and militarily indirectly) will be a key factor amongst others.


Provider
Arqaam Capital
Arqaam Capital

Established in 2007, Arqaam Capital is a specialist emerging markets investment bank, bringing regional and international product offerings to the emerging markets. Arqaam Capital combines international best practice with expertise in the markets in which we operate. Our primary role is to provide financial intermediation and create investment opportunities for frontier and emerging markets investors looking to invest in their own markets and abroad, as well as international investors seeking opportunities in target frontier and emerging markets. Arqaam Capital is headquartered in the Dubai International Financial Centre (DIFC), with additional offices in Libya, Lebanon, Egypt, and South Africa. 

Arqaam Capital's research platform provides the largest coverage footprint of MENA equities and one of the largest on the African continent with a total of 300 stocks under coverage. Arqaam Capital is ranked as one of the leading research providers in the region - a reflection of its broad coverage universe, its in-depth and high quality research, as well the compelling investment ideas that the team generates. The analysts closely analyze their sectors and issue in-depth company and sector research while the strategy team connects the micro with the macro, focusing on index analysis, macroeconomics and strategy research. 

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