MENA <> India Corridor 
MENA+ Edition 
Egypt Edition 
UAE Edition 
Saudi Edition 
AI + Innovation (MENA) 
Logistics (MENA) 
Stagflation rewrites the hedge book as oil breaks old safe havens
Brent longs are at a six-year high, the USD is back in favor, and even classic havens are no longer…
GCC debt markets hit the brakes as geopolitical risk spikes
Heavy demand from Islamic banks is keeping sukuk spreads tighter than conventional bonds
IMF warns Middle East conflict could add 40 bps to global inflation, and some central banks are likely to pause monetary easing
This will happen if the current regional conflict drives oil prices up by 10% and holds them there for most…
A more nuanced look into the impact of the Strait of Hormuz’s closure on the GCC
Hormuz typically accounts for around 25% of global seaborne oil trade and some 20% of global LNG trade
“Sell America, Buy Asia” trade interrupted as oil and war risk reset the outlook
Asian stocks are down 6% this week, as oil and war risk force investors back toward USD assets
Wall Street goes “haven first” as Middle East tensions rattle risk appetite
As tensions flare across the Middle East, investors are rotating into safe-haven assets like Treasuries, gold, and the CHF, ditching…
Capital flows pivot to emerging markets
The world’s largest asset managers are dialing up exposure to emerging markets
Private equity’s liquidity crunch persists, with USD 3.8 tn in assets still waiting for exit
Transaction and exit values rebounded in 2025, but distributions remain stuck near crisis-era lows
Something went wrong. Please refresh the page and/or try again.