This week in MENA "10 July 2026" Peace

研报英文原文证据摘录

This week in MENA "10 July 2026" Peace

Global Research

10 July 2026ab

This week in MENA Equities

EMEA Emerging10 July 2026

Financial

Jon Peace

Saudi leads broad market index Analyst

Despite rising uncertainty over the ceasefire and a higher oil price, Saudi was nearly flat jon.peace@ubs.com

this week at +0.1% and UAE slightly lower at -0.3%, both outperforming the +44-20-7567 0638

MSCI EM Index (-2.7%) given continued weakness in Korea. The oil price jumped this Ulyana Lenvalskaya

week (+5.8%) to $76.3/bbl. Among the sectors, Energy and Pharma were the top Analyst

performers, while IT and Consumer Staples were among the weaker ones. ulyana.lenvalskaya@ubs.com

+971-443-64776

Macro news and research Alexander Estefanous, CFA

KSA and UAE: Looking beyond 2026 recessions to 2027 rebound. Analyst

alex.estefanous@ubs.com

Saudi Arabia’s non-oil PMI rises to 53.3 in June as new business hits four-month +44-20-7567 0508

high. (Middle East Economy) Thando Skosana

UAE PMI fell from 52.6 in May to 50.8 in June, the weakest recorded since Analyst

thando.skosana@ubs.com

February 2021. (Middle East Economy)

+44-20-7568 6457

Saudi Arabia considers expansion of Red Sea oil pipeline. (AGBI) Luis Schmidt

Associate Analyst

Dubai's GDP reaches AED232bn in Q1 2026, recording 2.4% growth.

luis.schmidt@ubs.com

(Government of Dubai) +44-20-7567 0847

Company news and research Anna Kishmariya

Analyst MENA high frequency recovery indicators.

anna.kishmariya@ubs.com

MENA Industrials: Dubai Congestion update - Mar to Jun. +44-20-7568 7999

Henri Patricot, CFA Qatar National Bank 2Q26 first look: Profit in line with consensus as revenue

Analyst

offsets hyperinflation. henri.patricot@ubs.com

Emaar Properties: Q2 26 preview: No sweetener needed, confidence reiterated? +33-14-888 3033