Al Ramz's Halawi: UAE Earnings Ahead of Consensus

The video discusses the performance of Dubai and Abu Dhabi markets, highlighting the gains in Dubai and the divergence with Abu Dhabi. It covers investment strategies, focusing on dividends, real estate, and bonds. The discussion includes the sustainability of current market trends and the importance of defensive investments. Key strategies involve looking at visible cash flows and low-risk bonds, with a focus on sectors like utilities and telecoms.

What was the year-to-date gain in the Dubai index for equities mentioned in the transcript?

• 20.1%

• 18.3%

• 25.6%

• 22.4%

What was the reason for turning more positive on UAE markets in June?

• Improved political stability

• Compelling valuations

• Increased foreign investments

• Higher oil prices

Which market is described as having a 'stellar' performance?

• Abu Dhabi

• Ras Al Khaimah

• Sharjah

• Dubai

What is one of the major shifts being recommended to clients regarding investments?

• Investing in bonds

• Investing in cryptocurrencies

• Buying real estate

• Focusing on high-risk stocks

What is the expected annual return from ENBDNBK bonds?

• 3-5%

• 6-8%

• 9-11%

• 12-14%

Which stock is mentioned as having a strong connection with the government and military contracts?

• Diwa

• Alabara

• Yasat

• EMAR

What is a key theme identified in the UAE markets?

• Convergence

• Divergence

• Inflation

• Stagnation