Omar Abu Innab

Interview on Al Arabiya News Channel with Lara Habib yesterday discussing international markets: - The Fed pivoted again stating higher for longer and highlighting the stickiness of inflation, but at the same time, reduced the monthly taper from $60 billion to $25 billion, which is expansionary. Furthermore, fiscal spending continues to be unabated, which is also expansionary. This is positive for risk asset, namely megacap tech stocks, but bad for inflation, which is expected to spike - Given the above, and assuming ALL things equal, the Fed could possibly not cut rates in 2024, and even a hike is on the table again. This scenario, in our opinion will push the US economy into a stagflation setup, and we are seeing its signs with the University of Michigan numbers that came our last week, showing higher inflation expectations by consumers. - Europe is in a different setup and we would not be surprised if the ECB and the BOE to cut rates as early as June Thank you Hanya Amr for having me again, always a pleasure.

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In this week's #MarketMovers - - BIG - Beyout Investment Group Investment IPO, - Arkan Al Kuwait Real Estate Company & AlOula Real Estate merger - Orient Holding profit distribution - 30% Cash profit distribution by Arabic Digital Holding Company - Upcoming #assembly meeting by First Securities Brokerage Company - Upcoming assembly meetings by Dimah Capital and YIACO Medical Company to discuss financial results and recommendation not to distribute dividends. - Trading updates focusing on First Education Company K.S.C.C., Wataniya Airways and more Stay up to date with #profitdistributions, #companynews, #trading and more with almowazi's #weeklymarketupdate. https://conta.cc/44L8AIR

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almowazi is your gateway to unlisted, delisted and OTC companies. In this week's #marketmovers: * BIG - Beyout Investment Group is Boursa Kuwait's latest Initial Public Offering (IPO) and newly listed company on the premier market. * Gulf Petroleum Investment International limited commonly known as PetroGulf is delisting from the main market of Boursa. * REAM Real Estate Company successfully completed an auction, which saw the sale of 21 residential plots in Fnaitees and an investment plot in Maboula.  * Assembly meeting of OTC 29 The International Investor Company (under liquidation) approved to extend the liquidation period. * At the upcoming #assemblymeeting of AlDawly Takaful Insurance Company the board of directors will propose the distribution of 7% cash #dividends to shareholders * Active trading in the shares of MUSHRIF Trading & Contracting Co. KSCP, and Jeeran Holding Co this week. Refer to the #weeklymarketupdate for details regarding #trades, #volumeoftrading, #vwap Sign up with the almowazi newsletter. https://conta.cc/3XeGAfc

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📢 SPEAKER ANNOUNCEMENT: EQUITY CAPITAL MARKETS MIDDLE EAST 2024 📢 🎙️ Faisal Hasan, CFA, Chief Investment Officer & Head of Asset Management, Al Mal Capital PSC We are thrilled to introduce the excellent speakers we have with us for Equity Capital Markets Middle East 2024. Faisal Hasan will be speaking on the following: “Increasing international investor allocations: Exploring diverse investment strategies in the context of the Middle East's active equity markets” This event is the only provider of an overview of IPOs across the Middle East. Looking at this asset class from a regional perspective provides insights and business development opportunities like no other. All taking place in Dubai on 4th June. Want to join our experts and other senior leaders there? Use code LKD900 to save £900 off your registration and benefit from key market insights as we delve into transformative changes and case studies of successful companies navigating the active ECM landscape in the Middle East. Register your place: https://lnkd.in/esc_3dvY Visit the website: https://lnkd.in/eVS9VvPk See you in Dubai – 4th June 2024! #EquityCapitalMarkets #GFCMediaGroup #EquityCapital #CapitalMarkets #IPO #FinancialMarkets #FinancialEvents #MiddleEast

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📢 SPEAKER ANNOUNCEMENT: EQUITY CAPITAL MARKETS MIDDLE EAST 2024 📢 🎙️ Salah Shamma, Head of Investment-MENA Equity, Franklin Templeton We are thrilled to introduce the excellent speakers we have with us for Equity Capital Markets Middle East 2024. Salah Shamma will be speaking on the following: “Increasing international investor allocations: Exploring diverse investment strategies in the context of the Middle East's active equity markets” This event is the only provider of an overview of IPOs across the Middle East. Looking at this asset class from a regional perspective provides insights and business development opportunities like no other. All taking place in Dubai on 4th June. Want to join our experts and other senior leaders there? Use code LKD900 to save £900 off your registration and benefit from key market insights as we delve into transformative changes and case studies of successful companies navigating the active ECM landscape in the Middle East. Register your place: https://lnkd.in/esc_3dvY Visit the website: https://lnkd.in/eVS9VvPk See you in Dubai – 4th June 2024! #EquityCapitalMarkets #GFCMediaGroup #EquityCapital #CapitalMarkets #IPO #FinancialMarkets #FinancialEvents #MiddleEast

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A Dubai-based fund-of-funds focused on backing emerging venture investors, has raised $5 million of the $10 million target for its debut fund. Amkan Ventures is connecting family offices in the Gulf region and emerging U.S.-based VCs — two groups unlikely to otherwise meet. A fund led by Female GP Raida Daouk El Jisr decided to raise a fund after helping a number of family offices and other institutions vet and invest in American venture firms and tech startups as a consultant and building out another prior employer's portfolio. #fundraising #investment #GCC #USfunds #venturecapitalists #limitedpartners #generalpartners #Funds #LPs #GPs #VCs #emergingfunds #fundmangergs

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Reiterating on Al Arabiya News Channel that #US tariffs on #China are disappointing and political. Given the opportunity, #China would build #US factories for the #US market. It is a setback for #climate policy. Access to cheaper #EVs, advanced #batteries, and #solarpanels will be restricted. The US #solar industry, which stands at 179 GW of total installation vs. 3000 GW in China, will continue to struggle. KraneShares #ETFs. https://ara.tv/5kg9d #Saudiarabia #uae

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With an estimated AED 3.67 trillion in assets to be passed to the next generation in the Middle East over the next decade, the UAE’s regulatory and business-friendly reforms are making it an attractive fund jurisdiction. 🗞️ Discover how you can leverage these advantages in our new eBook #MEASA #FundManagement #DubaiFinancialServices

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Are #secondaries the solution to #MENA's Exits? In a recent conversation with Basil M. from Key Capital, we discussed the emerging potential for IPOs, secondaries and exits in the market. Secondary funds, which target shares in early stage investment rounds at a discount, can stimulate market participation by providing liquidity to existing shareholders without diluting company equity. These investments enable early investors to exit, allowing founders to clean up their cap table and receive a potential fresh injection of capital. Of course, the secondaries market in the #MENA region is still emerging, but given the global increase in secondary investments, perhaps it’s not too long before it becomes more commonplace in the region. Check out my full conversation with Basil M. for more MAGNiTT insights: https://lnkd.in/gT5X5Q7D PS: Great recent pod from the Unreasonable Podcast discussing just this and the impact in the South East Asian Venture space. Well worth a lisen! CC: Hian Goh, Vishal Harnal and Michael Blakey #webinar #exits #IPOs #venturecapital #startups

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📢 SPEAKER ANNOUNCEMENT: BONDS, LOANS & SUKUK MIDDLE EAST 2024 📢    🎙️ Bruce Johnson, Director, Corporate Finance and Treasury, Masdar (Abu Dhabi Future Energy Company)   We are thrilled to introduce the excellent speakers we have with us for Bonds, Loans & Sukuk Middle East 2024. Bruce Johnson will be speaking on the following:    “To what extent does ESG financing still offer a pricing advantage? What are the long-term benefits to companies beyond the ‘greenium’?”    Join our speakers at the Middle East’s largest corporate and investment banking event; gain expert insights to better understand how market leaders are navigating the current economic backdrop and the impact it has on the Middle East’s capital markets.    Then further benefit from our networking opportunities: access 1,400+ of the Middle East's leading regional & international sovereigns, corporates, investors, banks, law firms & service providers in 1 location at 1 time.    Use code LKD500 to save £500 off your registration.    Register your place: https://lnkd.in/eBx9RQ-C Visit the website: https://lnkd.in/dbMFeNG   See you in Dubai – 4th & 5th June 2024!    #BondsLoans #Sukuk #GFCMediaGroup #DCM #ECM #DebtCapitalMarkets #EquityCapitalMarkets #PrivateCredit #FinancialMarkets #FinancialEvents #MiddleEast 

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Excited to share my first independent contribution to Oman Observer titled "Growth and Innovation: A Vision Towards 2040". In this article I explore the innovative strategies shaping Oman’s future. Link in the shared post below! #OmanObserver #Innovation #SustainableGrowth #Vision2040 #EconomicDevelopment

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As we return from the Eid holidays and head into the last week of the second quarter, GCC markets will monitor momentum for a Post-Eid rally, driven by gains in global equities and higher oil prices. On the corporate agenda, some key events include shareholder meetings for companies such as 2P Perfect Presentation, Al Anwar Investments SAOG, Pan Gulf, SAL, Saudi Ceramics, and Tawuniya. Additionally, AL MADINA INVESTMENTS and Nabil will host earnings calls for their financial year ending March 2024. Globally, the focus will be on the Fed’s preferred inflation gauge and central bank decisions across the euro area and Japan, shaping market sentiment. #investorrelations #gcc #markets #meira

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My weekly column in today's Arab News is about the IMF raising KSA economic growth forecast to 6% in 2025 as the 2nd highest in the G20 club despite the regional and international geopolitical developments. I hope you find it of value. https://lnkd.in/drv6pUxm

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Our CEO, Ahmad Alanani, CFA 🍉, joined Hassan Jivraj on the latest episode of Majlis & Markets to discuss the rise of #privatecredit in the #GCC and the trends in this nascent but rapidly evolving market in our region. Tune in now on all major podcast platforms or listen here [https://lnkd.in/eZxt47Ed]! 🎧🔗 #PrivateCredit #GCCFinance #MajlisAndMarkets

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Sovereign wealth funds from the GCC region reached their highest levels of global dealmaking in about 15 years, deploying $38.2bn across 58 different deals in the first half of 2024, according to the latest data from consultancy GlobalSWF. State investors, notably Saudi Arabia’s Public Investment Fund, Abu Dhabi Investment Authority (ADIA), and Qatar Investment Authority (QIA), accounted for 54 per cent of the $96bn deployed by sovereign funds – the highest rate since 2009. The wave of dealmaking by the Gulf sovereign investors began with the outbreak of the Covid-19 pandemic. Once sleepy government-holding companies, the funds are emerging as investment vehicles with global ambitions. Global SWF | Public Investment Fund (PIF) | #GCC | #INVESTMENT

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Global Sukuk Overview with Abdulla Al Reyami Mohieddine (Dino) Kronfol, CIO of Global Sukuk and MENA Fixed Income, Franklin Templeton, provides an overview of the global Sukuk investment universe. #GlobalSukuk #FranklinTempleton #FixedIncome #MENAFixedIncome #FinanceNews #KhaleejTimes [Partner Content]

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In a recent live interview with CNBC Arabia, John Plassard, our Senior Investment Specialist, shared his expert insights on the potential global financial impacts of President Biden's withdrawal from the upcoming US elections and the probability of former President Trump's victory. He highlighted the fact that in the event of a Democratic surge in the polls, we could see the emergence of a “Harris Trade” (as opposed to a Trump Trade) with the outperformance of renewable energy, utilities, consumer discretionary, technology mega caps, and the underperformance of small & mid-caps and the dollar. John also pointed out several crucial points, including Trump's economic plans if he wins the election, the financial assets expected to perform best and worst as Trump's chances of returning to the White House increase, and the implications of his potential victory for other economies, especially Europe, China, and emerging markets. #Mirabaud #MirabaudGroup #USelections #USPolitics #FinancialMarkets #Investment

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