Egypt Consumer, Real Estate, Education Stocks Favored, EFG-Hermes Says

The transcript discusses investment opportunities in Egypt, focusing on sectors like education, real estate, and consumer goods. It highlights specific stocks and the impact of inflation and interest rates. The conversation shifts to Pakistan, emphasizing a defensive strategy with a focus on banks and the potential influence of an IMF deal. The discussion concludes with insights into regional markets, particularly the UAE, Qatar, Oman, and the UK, noting Dubai's valuation appeal and long-term potential.

What factors could influence investment decisions in the UAE market?

What trade is suggested for the UK market this year?