Episodes
Vijay Bains, the Group Chief Sustainability Officer & Maurice Gravier, Chief Investment Officer, talk about what to expect at COP 28, the trends in sustainability and the growing investment opportunities in sustainable finance. With the UAE hosting COP 28 and the Year of Sustainability, the UAE has convened a number of national climate dialogues which have resulted in net zero commitments, the UAE is also the first country in the GCC region to make a concrete net zero commitment. Emirates...
Published 11/23/23
Published 11/23/23
Khatija Haque and Jeanne Walters from the Research team talk to Ludwig Nelson, Head of Group Taxation at Emirates NBD, about the recent introduction of Corporate Income Tax in the UAE. The topics covered in the discussion include what the macroeconomic implications of the tax might be for the UAE economy as well as more technical aspects of the implementation. Hosted on Acast. See acast.com/privacy for more information.
Published 06/25/23
Khatija Haque and Edward Bell discuss the Fed’s latest rate decision and the likelihood of a “pivot” from the central bank later this year, as well as the impact of higher rates on the GCC economies. See omnystudio.com/listener for privacy information.
Published 05/04/23
Khatija Haque and Daniel Richards look at the role the transport and logistics sector has played in the development of the UAE economy, and the newest addition to the transport network, Etihad Rail.   See omnystudio.com/listener for privacy information.
Published 04/18/23
Khatija Haque, Chief Economist, and Maurice Gravier, Chief Investment Officer, discuss the outlook the global economy this year and how investors can position themselves to take advantage of higher interest rates and faster growth in Emerging Markets.   See omnystudio.com/listener for privacy information.
Published 02/06/23
Edward Bell and Khatija Haque discuss the recent developments in the oil market, the outlook for prices next year and implications for the GCC economies. Click on the link to listen to the full Podcast: https://link.chtbl.com/Oil2023. See omnystudio.com/listener for privacy information.
Published 12/08/22
Khatija Haque and Daniel Richards discuss the outlook for the UK economy and the pound over the next year, after the Bank of England struck a dovish tone at its November policy meeting. They also talk about the potential impact of a weaker pound on the UAE’s economy.   See omnystudio.com/listener for privacy information.
Published 11/07/22
In our latest episode of the Market Matters Podcast, Khatija Haque, Chief Economist, and Maurice Gravier, Chief Investment Officer, discuss the current challenging economic and policy backdrop, and its implications for investments.   See omnystudio.com/listener for privacy information.
Published 10/05/22
Khatija Haque speaks with Kapil Sethi, Group Deputy CEO of GMG Group about consumer behaviour and trends in the region, operational efficiencies and investing in manufacturing in the UAE. GMG Group is a global well-being company retailing, distributing and manufacturing a portfolio of leading international and home-grown brands in the sports, food and health sectors.     See omnystudio.com/listener for privacy information.
Published 08/11/22
The year 2022 had questions more than answers, with surging inflation, decelerating growth and the beginning of the end of magic money volatility was expected to be more reactive than proactive. Our CIO and his team of experts give their opinions & convictions on the same in this Mid-year Investment Outlook update. See omnystudio.com/listener for privacy information.
Published 07/15/22
The Federal Reserve hiked policy rates by 75bps at its June meeting to try and push back against the inflation weighing on the US economy. With more rate hikes ahead, risks are increasing of a sharp slowdown in growth in the US and a drag on activity in the UAE and the broader GCC. See omnystudio.com/listener for privacy information.
Published 06/16/22
Khatija Haque and Daniel Richards discuss the recent PMI surveys for the MENA region which show increasing input costs for businesses, and how these may impact consumer inflation.  They also look at the recent US jobs data for May and what it means for the path of monetary policy there.  See omnystudio.com/listener for privacy information.
Published 06/07/22
The conflict in Ukraine has resulted in higher food prices globally as Ukrainian agricultural exports have been disrupted. Countries in the MENA region are especially vulnerable due their high share of food imports from the Black Sea region. Khatija Haque, Edward Bell and Daniel Richards discuss the food inflation dynamics in the region, the hard choices facing governments and the outlook for food prices over the next 12 months.  See omnystudio.com/listener for privacy information.
Published 04/23/22
Businesses in the UAE are putting sustainability at the core of their operations to meet both national targets and access new sources of capital. Ibrahim al Zubi, chief sustainability officer of Majid Al Futtaim, joins us to talk about the steps they have taken to instill a culture of sustainability across their operations at Majid Al Futtaim group. See omnystudio.com/listener for privacy information.
Published 03/24/22
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Published 03/04/22
Oil prices have jumped since the start of the year thanks to a tight market and high geopolitical risks. Khatija Haque and Edward Bell look at what's next for the oil market and how the GCC economies will benefit from higher prices and more production. See omnystudio.com/listener for privacy information.
Published 02/22/22
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Published 01/31/22
Khatija Haque and Edward Bell discuss the Federal Reserve’s more hawkish tone at the start of the year and the potential impact of higher interest rates on growth in the UAE.   See omnystudio.com/listener for privacy information.
Published 01/11/22
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Published 11/17/21
Khatija Haque and Edward Bell discuss the “expo effect” on the UAE’s latest PMI survey as well as the decision by OPEC+ to stick to their plan on production in December. They also look at the market reactions to two major central bank meetings last week and the much better than expected US jobs data in October. See omnystudio.com/listener for privacy information.
Published 11/07/21
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Published 10/11/21
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Published 09/21/21
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Published 09/06/21
OPEC+ sticks together for now but what will be its future in a low carbon economy? Join Edward Bell, senior director for market economics, and Bassam Fattouh, Director of the Oxford Institute for Energy Studies, on the latest Emirates NBD Market Matters podcast. See omnystudio.com/listener for privacy information.
Published 07/28/21