Comment & Analysis
Hedge Funds & Alternative Investments
Uncategorized
Middle East equities picking up
After a strong Q4 performance, we see near-term consolidation risks. However, we also see further upside beyond a potential consolidation, as improving macro indicators are starting to feed through to earnings forecasts. Headwinds remain from weak job growth, fiscal austerity and (for some countries) a stronger dollar. We also see…
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