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Is UAE a Tiger? (Webcast)

Not quite. UAE is the main diversification success story in the Gulf, and it does have a strong services economy by EM standards - but it's coming from a low base compared to traditional sectors like oil and shipping, and the these latter two are in relative decline.

Bullish on medium-term, but need more to get things moving. We see UAE as a competitive service-driven story ahead, but not while the local property and credit economy is still basically flat. As a result, the UAE equity market continues to move in lockstep with oil prices, just like its neighbors. We'll be watching domestic demand indicators for signs of delinkage ahead, and will be happy to buy again once they materialize.

Is UAE a Tiger? (Webcast)

Monthly Chartbook

Our monthly guide to emerging markets by charts and data.

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Our monthly guide to China by charts and data.

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Our annual guide to emerging markets by charts and data.

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