Pre-Trading Thoughts

Pitch: Do Not Ignore Laggards; Money Rotation Will Eventually Happen. In 2017, all well-managed company stocks have gone up significantly post-flotation, even the ones that were negatively exposed to a weaker local currency. Some ideas: ORHD, CNFN, EKHOA, CICH, MCRO, QNBA, CIEB, JUFO, ISPH, CANA, CLHO, EAST, ADIB Core inflation which strips out volatile items such as food and fuel rose to 24.4% YoY in December from 21.5% a month earlier. *Main takeaways from the IMF press briefing* Egy...