Market Matters
39 episodes - English - Latest episode: 7 months ago -Hello and welcome to Market Matters podcast brought to you by Emirates NBD.
Hosted by Maurice Gravier, Chief Investment Officer and Khatija Haque, Head of Research & Chief Economist at Emirates NBD. Together with their teams, they will provide you with the latest insights on the economy and markets, and how these may impact your investments and business decisions.
Hosted on Acast. See acast.com/privacy for more information.
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Episodes
COP 28 and potential opportunities for Ultra High Net Worth clients
November 23, 2023 08:13 - 7 minutes - 17.2 MBVijay 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 NBD...
The UAE’s new corporate income tax
June 25, 2023 10:22 - 20 minutes - 47.1 MBKhatija 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.
Where will interest rates move next?
May 04, 2023 12:39 - 14 minutes - 13.2 MBKhatija 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. Hosted on Acast. See acast.com/privacy for more information.
Etihad Rail
April 18, 2023 03:00 - 10 minutes - 9.21 MBKhatija 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. Hosted on Acast. See acast.com/privacy for more information.
Global Outlook 2023
February 06, 2023 12:22 - 19 minutes - 18.2 MBKhatija 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. Hosted on Acast. See acast.com/privacy for more information.
Oil prices and expectations for 2023
December 08, 2022 09:45 - 17 minutes - 16.3 MBEdward 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. Hosted on Acast. See acast.com/privacy for more information.
UK economy in focus
November 07, 2022 09:19 - 13 minutes - 12.7 MBKhatija 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. Hosted on Acast. See acast.com/privacy for more information.
How do we navigate the current market volatility?
October 05, 2022 13:11 - 15 minutes - 14.4 MBIn 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. Hosted on Acast. See acast.com/privacy for more information.
How are UAE businesses adapting to a rapidly evolving business environment?
August 11, 2022 04:58 - 26 minutes - 24 MBKhatija 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. Hosted on Acast. See acast.com/privacy for more information.
Mid-year Investment Outlook Update
July 15, 2022 05:58 - 18 minutes - 17 MBThe 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. Hosted on Acast. See acast.com/privacy for more information.
Fed takes aggressive stance against inflation
June 16, 2022 17:17 - 23 minutes - 22 MBThe 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. Hosted on Acast. See acast.com/privacy for more information.
May PMIs and what they do (or don’t) tell us about inflation.
June 07, 2022 04:13 - 14 minutes - 13.5 MBKhatija 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. Hosted on Acast. See acast.com/privacy for more information.
Food inflation in MENA
April 23, 2022 07:55 - 24 minutes - 22.8 MBThe 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. Hosted...
Sustainability in the MENA corporate context
March 24, 2022 10:41 - 26 minutes - 23.9 MBBusinesses 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. Hosted on Acast. See acast.com/privacy for more information.
Ukraine and Asset Allocation changes
March 04, 2022 08:51 - 13 minutes - 12.2 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
Higher oil prices and what they mean for the GCC
February 22, 2022 09:34 - 25 minutes - 23 MBOil 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. Hosted on Acast. See acast.com/privacy for more information.
2022, year of low visibility.
January 31, 2022 10:20 - 14 minutes - 13 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
What do higher rates mean for the UAE in 2022?
January 11, 2022 11:18 - 20 minutes - 18.9 MBKhatija 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. Hosted on Acast. See acast.com/privacy for more information.
Inflation and investments: outlook and implications
November 17, 2021 06:47 - 13 minutes - 12.1 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
Regional PMIs, OPEC+ and central bank surprises
November 07, 2021 11:23 - 33 minutes - 30.4 MBKhatija 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. Hosted on Acast. See acast.com/privacy for more information.
Why aren't people going back to work?
October 11, 2021 07:12 - 24 minutes - 22.5 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
Investing in China, an update
September 21, 2021 07:08 - 18 minutes - 16.8 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
Global growth slowed in August
September 06, 2021 07:19 - 23 minutes - 21.1 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
What’s the future for OPEC+ in the energy transition?
July 28, 2021 11:05 - 28 minutes - 26.3 MBOPEC+ 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. Hosted on Acast. See acast.com/privacy for more information.
The Shipping Episode
June 27, 2021 11:06 - 18 minutes - 17.2 MBShipping costs have surged over the last 12 months, as global trade has rebounded strongly on the back of consumer spending in developed markets, while the shipping industry has struggled to keep up with the demand. Khatija Haque, chief economist at Emirates NBD talks to Redwan Ahmed, head of investor relations at DP World about the shortage of shipping containers and what DP World is seeing on the regional trade front. See omnystudio.com/listener for privacy information. Hosted on Acast....
Why We Do Not Advise On Crypto
June 17, 2021 08:17 - 18 minutes - 17.1 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
ESG In Focus
June 01, 2021 07:16 - 23 minutes - 21.6 MBEnvironmental, social and corporate governance (ESG) investing is gaining traction around the world. In this week's Market Matters podcast, the Emirates NBD Research team discusses the UAE's policy initiatives with respect to ESG, the progress made by large corporates in meeting these goals and the benefits of doing so. See omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
UAE GDP and US Jobs Numbers
May 09, 2021 10:08 - 10 minutes - 9.4 MBUAE GDP and US Jobs Numbers See omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
Market Matters - UAE GDP and US Jobs Numbers
May 09, 2021 10:08 - 10 minutes - 9.4 MBUAE GDP and US Jobs Numbers See omnystudio.com/listener for privacy information.
An overview of interest rates and emerging market bonds
May 04, 2021 12:40 - 18 minutes - 16.8 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
Welcome to Market Matters
May 02, 2021 11:01 - 29 seconds - 496 KBHello and welcome to Market Matters podcast brought to you by Emirates NBD. Hosted by Maurice Gravier, Chief Investment Officer and Khatija Haque, Head of Research & Chief Economist at Emirates NBD. Together with their teams, they will provide you with the latest insights on the economy and markets, and how these may impact your investments and business decisions. See omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
An update on our 2021 Global Investment Outlook
March 22, 2021 10:25 - 21 minutes - 20 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
How does 2020 affect the long-term investment landscape?
January 25, 2021 13:23 - 14 minutes - 13.2 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
2021 Global Investment Outlook Preview
December 16, 2020 12:33 - 12 minutes - 11.7 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
An Update on Asset Allocation
November 22, 2020 13:17 - 13 minutes - 12.2 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
An Update After An Extraordinary Week
November 08, 2020 11:17 - 10 minutes - 10 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
US Elections & Their Impact on Stock Markets
November 01, 2020 12:30 - 17 minutes - 16.3 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
2020 So Far
October 20, 2020 11:01 - 14 minutes - 13.6 MBSee omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
Welcome to Investment Matters
June 29, 2020 07:51 - 1 minute - 1.51 MBHello and welcome to Investment Matters, a weekly podcast brought to you by Emirates NBD. Hosted by Maurice Gravier, Chief Investment Officer at Emirates NBD. See omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.