1
Geopolitical Risk Returns as Drone Strikes Hit Hormuz Shipping
Drone strikes in the Strait of Hormuz lifted oil prices as geopolitical risks resurfaced, even as weak physical crude markets continue to weigh on sentiment. Saudi Arabia Slashes Its Way Back Into Asi
βͺ Why it matters: Direct impact on Aramco sector across Gulf markets. Regional implications are material.
π Saudi Arabia π·οΈ Markets
2
IMF warns Algeria against high fiscal deficits
Abu Dhabi Investment Authority (Adia) is reportedly set to participate in the $1.2 billion initial public offering of SBI Funds Management, Indiaβs largest asset manager. The IPO is drawing strong dem
βͺ Why it matters: Direct impact on ADIA sector across Gulf markets. Regional implications are material.
π Gulf π·οΈ Markets
3
Adia to invest in IPO of Indiaβs largest asset manager
Saudi Arabia has granted Acwa Power the exclusive rights to export hydrogen and other green fuels as the country accelerates the development of non-fossil energy projects. The state-backed company wil
βͺ Why it matters: Direct impact on ADIA sector across Gulf markets. Regional implications are material.
π Saudi Arabia π·οΈ Markets
4
Saudi Arabia launches export drive in Morocco
Higher oil and gas prices from the Iran conflict are sustaining Algeriaβs economic growth this year, but stubborn fiscal deficits threaten the long-term outlook, according to the International Monetar
βͺ Why it matters: Direct impact on AI sector across Gulf markets. Regional implications are material.
π Saudi Arabia π·οΈ Markets
5
Gulf FDI rose in 2025 but war puts outlook at risk
Moroccan medical technology company T2S Group plans to raise MAD1.1 billion ($118 million) through an initial public offering (IPO) on the Casablanca Stock Exchange. In a statement, the company said i
βͺ Why it matters: Direct impact on IPO sector across Gulf markets. Regional implications are material.
π Gulf π·οΈ Markets
6
New Zealand Raises Key Rate to Head Off Inflation Pressures
Japanβs government tweaked a reference to monetary policy in the latest draft of its annual policy agenda in a move likely aimed at reducing market concerns that it is putting pressure on the central
βͺ Why it matters: Direct impact on inflation sector across Gulf markets. Regional implications are material.
π Gulf π·οΈ Finance
π’οΈ
Energy
Brent holding $80-85 range. OPEC+ discipline intact through Q3. Non-OPEC supply growth slowing. Asian demand forecast revised up 0.4% by IEA.
π¦
Finance
GCC bank profits up 18% YoY. NIMs stabilizing. Loan growth strongest in Saudi (22%) and UAE (16%). DIFC: 47 new fintech licenses Q1.
ποΈ
Real Estate
Dubai residential transactions hit AED 42B in April β monthly record. Saudi giga-project awards reached $18B Q1.
π»
Technology
Gulf VC: $1.2B across 84 deals Q1. Saudi startups 37% of total. Fintech and logistics lead. 3 deals above $50M in Riyadh.
Mon Jun 30
GCC Finance Ministers β Riyadh
Tue Jul 1
OPEC+ Technical Committee β Vienna
Wed Jul 2
UAE-India CEPA Review β Abu Dhabi
Thu Jul 3
Arab League Economic Council β Cairo
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