QAT News and Press, iShares MSCI Qatar ETF From 12/21/22

Summary Economic activity in the Middle East and North Africa (MENA) region is expected to sharply decelerate in 2023 after strong growth in 2022. For the MENA hydrocarbon importers group, we anticipate a real GDP growth slowdown from 4.2% in 2022 to 2.9% in 2023 and 3.1% in 2024. W...

Summary China’s inflection point began with the easing of access to credit in the property sector in October 2022. If the International Monetary Fund’s forecasts for resilient EM economic growth in 2023 prove to be correct, this should have a positive effect on revenue tre...

Summary QAT invests in Qatari equities. The fund is most likely sitting right around fair value. The fund has outperformed U.S. stocks this year, but going forward, Qatar's heavily financials-oriented portfolio is unlikely to outperform. The ratio between QAT and the S&...

Summary Construction and real estate in Saudi Arabia, the United Arab Emirates, and Qatar are recovering from challenges posed by COVID-19 lockdowns. The revenue windfall from high hydrocarbon prices is expected to carry the construction sector performance in the remainder of 2022...

Summary With growth slowing and recession becoming more of a possibility amid elevated inflation and hawkish central banks globally, GCC bond and equity markets have become more volatile. GCC economies continue to be resilient amid global uncertainty. We believe this year is s...

Summary As of the end of 2021, approximately 40 million metric tonnes per annum (MMtpa) was captured across 29 operational CCS facilities, globally. CCS provides a platform for low-carbon hydrogen production from natural gas or coal and provides an opportunity to bring low-carbon ...

Financials-heavy QAT has become a momentum play this year bolstered by the LNG thesis together with the World Cup factor. However, there are meaningful risks, primarily in terms of the oil price impacting LNG contracts. QAT's historical performance is mixed, with a soft CAGR since...

Qatar Airways reported that profit over the past fiscal year topped $1.5B. The tally is the highest ever for the state-owned carrier as it prepares to see a record surge in travelers for the upcoming FIFA World Cup soccer games. Qatar Airways operates out of a new airport in the capital city ...

QAT holdings benefit from higher commodity prices. The holdings' strong competitive position makes it a sound investment even when commodity prices decline. The World Cup in November will be a boon for the economy, leading to higher dividends and a $28.5/share price by mid 2023. ...

Dispersion in monetary policy cycles may give inves­tors the opportunity to add exposure to countries where an easing mon­etary policy should support growth and valuations. Focusing on companies in sectors the government wants to be internationally competi­tive can unco...