This report provides a weekly update on CEEMEA markets, featuring investment calls on South African coal, UAE banking, and updates on Emerging European equities and economic strategy.
Key Takeaways
- 1.Bullish outlook on South Africa thermal coal with preferred picks TGA and EXX.
- 2.ADIB remains a top pick in UAE banks with potential for consensus upgrades.
- 3.Rising US real yields remain a focus point for Emerging Markets strategy.
Table of Contents
- Top Call
- South Africa
- Must Read
- Emerging Europe
- Sector
- Strategy & Economics
- Fixed Income & FX
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Authors
Ephrem Ravi
Securities
TGAT.LADIB
Themes
Thermal Coal SupercycleEM Credit Vulnerability
Regions
OtherSouth AfricaUAEKazakhstan