Middle East Monitor

Comprehensive country-by-country macroeconomic analysis, risk appraisals, latest market data and forecasts for the Middle East

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Key stories from this month's issue...

Market Strategy - Equity Outperformance Set To End - SEPT 2017

East Med July 2017 / Turkey / Finance

The recent outperformance of Turkish equities - in line with a tactical view we put out in February on account of extreme bearish sentiment, cheap valuations, and oversold technical conditions (see 'Technical Picure Points To Gains Across Asset Classes', June 2017) - is coming up against rising downside pressure and we no longer expect continued outperformance.


Economic Analysis - Fiscal Consolidation To Weigh On Investment, Consumption - SEPT 2017

Gulf July 2017 / Bahrain / Economy

Real GDP will decelerate in Bahrain over the coming quarters as selected fiscal consolidation measures negatively impact investment and consumption. The infrastructure sector will remain a key driver of growth, supported by large-scale investment inflows from allied GCC countries.