02 Feb 2018
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Data from EPFR shows that interest in Saudi Arabian equities has really picked up in 2018, whilst the country's benchmark Tadawul All-Share Index has surged 7.5%. This has primarily been driven by three factors:
Based on this, we recommend a LONG POSITION in the iShares Saudi ETF as history suggests that ahead of the June announcement from the MSCI and in the weeks after actual inclusion, the Saudi stock rally will continue, driven by inflows.
We also believe that Saudi stocks offer a longer-term bullish narrative and we suggest remaining LONG SAUDI STOCKS targeting a climb in the Tadawul All-Share Index to 8,497 area in the long-term.
The full report explores the recent flows into Saudi Arabian equities, looks at the previous impact of EM index inclusion on country stock markets and explores in detail the above bullish Saudi Arabian stock market trade ideas. To access this report please click on the attached PDF below;
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IGM FX and Rates
By Marcus Dewsnap 09 Apr 2018
Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.