Pre-Trading Thoughts

Themes in Focus and Key Beneficiaries in 2022: Highest recovery in 2022 YoY earnings (ABUK), Inflation pick-up relative to last two years (COMI), Interest rates might rise (EMFD), Exchange rate might face pressure (ABUK), Water, transportation, electricity infrastructure spending, Reconstruction of neighboring countries (ORAS, SWDY), Digital transformation in Egypt (EFIH, FWRY), Tourism rebound (ORHD), Commodity price boom (ABUK), Potential Free zone status and tax reliefs (EKHO), Expansion p...