This report covers market updates for the CEEMEA region, highlighting an upgrade for the Saudi Arabian Mining Company and an analysis of the broader geopolitical impact of the US-Iran interim agreement on global supply chains.
Key Takeaways
- 1.Saudi Arabian Mining Company (Ma'aden) upgraded to Buy due to potential easing of shipping disruptions in the Strait of Hormuz.
- 2.Global equity positioning improves following US-Iran Memorandum of Understanding, though downside risks remain in stretched pockets.
- 3.Supply-chain pressures in the Middle East are likely to linger despite the US-Iran interim agreement, creating risks for global inflation and growth.
Table of Contents
- Top Call
- South Africa
- Emerging Europe
- Sector
- Strategy & Economics
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Authors
Ephrem Ravi
Securities
1211.SEEXXJ.JALWr.AT
Themes
Geopolitical De-escalationSupply Chain Pressures
Regions
Middle EastEuropeSouth AfricaSaudi ArabiaUnited States