Lebanon
Economy
The uptick in political risk in a number of MENA markets since the start of H2 has filtered through to higher spreads in select CDS markets, which we believe could widen even further...
2011-07-27Economy
BMI View: The macroeconomic recovery taking place throughout the Middle East and North Africa (MENA) fails to inspire us, highlighted in the region's average sovereign risk rating remaining...
2010-09-02Economy
The recent downside in Lebanese stocks, alongside the spike in its 5-year CDS, suggests to us that there could be a sell-off in bonds as well. Even if there weren't a threat of conflict...
2010-04-27Economy
BMI View: In the UAE, consumer confidence has improved considerably since December 2009, experiencing progress on three of the four indices surveyed by recruitment agency bayt.com...
2010-04-20Economy
Lebanon continues to look very stable financially, and the recent upgrades from Fitch (both the sovereign and the major banks) and Moody's (just the sovereign) reflect our own positive...
2010-04-14Economy
We maintained our bullish position towards MENA stocks throughout the recent correction in global markets, and, although GCC bourses have undoubtedly suffered, we think they can regain...
2009-08-20Economy
Lebanon's BLOM Stock index has not been immune to the return of global risk appetite, although at 16.9%, its rally since late March does not compare to some others in the region....
2009-06-04Economy
BMI View: Lebanese markets continue to look very weak, and we do not see any improvement in the short term, amid tumultuous global conditions, ongoing political and economic stagnation...
2008-11-18




