中东和北非股票：寻找韧性和阿尔法

28 May 2025 | 10:00PM GST MENA Equities Searching for resilience and alpha In our last MENA Equities report, we focused on key risks to GCC equities from higher tariffs and a lower oil price environment, identifying winners amid rising global macro uncertainties. Since then, the narrative around tariffs has shifted, with the 90-day pause on US reciprocal tariffs, and financial conditions have eased, resulting in our US macro team raising their growth forecast for the year and lowering their 12m recession od ...