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Export subsidies to top EGP 50 bn in FY 2026-2027 budget
Good afternoon, friends. We have a brisk issue for you today, but there’s plenty to get into. The government is…
Mining stocks are winning as AI boosts demand for metals
Demand for metals is increasingly decoupling from traditional economic cycles
Global FDI rises in 2025, but recovery is skewed toward developed economies — and importantly, AI
Developed economies lead the upswing, while developing economies see modest decline
GCC debt markets to hit USD 1.25 tn this year
Saudi Arabia and the UAE are on track to be the primary engines
FinMin is tweaking the VAT again, and it’s good news for the private sector
Expect the finalized amendments to be part of FY 2026-27 budget draft, as they require parliamentary approval
FinMin eyes VAT reform to broaden tax base
Good afternoon, friends. The news cycle shows no signs of winding down ahead of the weekend. A VAT revamp is…
Two-speed China: exports fly, corporate profits lag
China generated a USD 1.2 tn trade surplus in 2025, with exports at record highs.
Markets rattle as Trump revives EU trade war over Greenland
Gold and silver scale all-time highs while stocks dip on fears of 25% tariffs on the EU
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