UAE Equity Research - Consumer Sector 2Q26 - Preview Note

We highlight Agthia Group as our preferred pick within the UAE consumer sector, underpinned by resilient demand across its core consumer staples portfolio, improving profitability and a well-defined operational transformation strategy.

GCC fixed-income markets have strengthened following the easing of geopolitical tensions after the US-Iran deal, with investment-grade credit spreads returning to pre-conflict levels.

UAE Equity Research - Banking Sector 2Q26 - Preview Note

UAE banks are expected to enter 2Q26 from a position of strength, supported by robust balance-sheet growth, healthy liquidity, and resilient operating performance. Despite ongoing geopolitical uncertainty in the region, credit demand remains strong across both corporate and retail segments.

MENA Equity Research - Telecom Sector 2Q26 - Preview Note

The MENA telecom sector continues to demonstrate resilient operating fundamentals despite elevated geopolitical uncertainty across the region, supported by sustained demand for mobile connectivity, rising data consumption, and accelerating enterprise digitalisation.

Saudi Equity Research - Banking Sector 2Q26 - Preview Note

The Saudi banking sector entered 2Q26 from a position of strength, supported by resilient economic activity, healthy credit demand, improving liquidity conditions, and stable asset quality. Sector profitability remained robust in 1Q26 despite a lower interest-rate environment, as banks benefited fro...