My latest thoughts on the Federal Reserve, investing in Fox News and the Standard Oil twins. […]
Wall Street: a hawkish Federal Reserve and the US dollar comeback Also in this week's column: investing in Fox News and the Standard Oil twins
stock pick
What Trump’s political scandal means for investors The latest on the White House's influence on the financial markets, from Matein Khalid
Matein Khalid asks: is the Wall Street sell off just an ephemeral market or something more ominous, a trend change, requiem for the bull market? Plus his latest thoughts on the Karachi stock index and the overvaluation of Credit Suisse shares. […]
Emerging markets: an update
Emerging market equities have been the darling asset class de jour in 2017, mainly in Asia and Latin America, despite the March FOMC rate hike, a US Dollar Index at or above 100 and a mini-swoon in crude oil after a Saudi-Russian output cut spat. Earnings growth (India/Thailand), a stabilized currency (China), policy reforms (India, […]
Market View: Dubai property is in a bear market
I find it laughable when investment bankers come to my office and try to assure me that warehouse and logistics space in Dubai is a “defensive” investment. Mathematical reality does not support this argument. Rents in Jebel Ali Free Zone (JAFZ), the most prime industrial enclave in the Arabian Gulf, have fallen from AED 44 […]
