Emerging Shifts in the Future GCC Economy

Inform strategy with proof: Usage independent information on market self-confidence, development, and customer need to direct your tactical instructions. Confirm investment strategies: Ensure resource allotment and efforts are backed by credible market insight. Accelerate positive choices: Equip members of your executive group with clear, actionable insight to reach arrangement rapidly and take decisive action.

ANSR July GCC PRs 50DR+

1 GCC, "HE GCCSG: The FTA in between the GCC and the UK is a Major Strategic Opportunity to Elevate Economic Relations to New Horizons," October 20252 GCC, "Joint Statement on Economic Cooperation Between the Association of the Southeast Asian Countries (ASEAN) and the Gulf Cooperation Council (GCC)," Might 2025 3 IMEC, "India-Middle East-Europe Economic Passage (IMEC) Development Update," April 20254 WAM, "UAE's CEPA program enhances global economic ties with 26 strategic contracts," March 20255 Muscat Daily, "Oman, India set to sign totally free trade pact 'very quickly'," September 20256 India Embassy Qatar, "India-Qatar Bilateral Relations," June 20257 Reuters, "Qatar's QIA plans to at least double yearly United States investments over next years," May 2025; WAM, "US$ 110 billion in UAE investments in Africa position country as world's fourth-largest investor," October 2025; Whitehouse, "Reality Sheet: President Donald J.

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ANSR July GCC PRs 50DR+

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How to Utilize GCC Intelligence for Growth

Overall properties held broadly stable over the quarter, while trading levels pointed to continued repositioning and as a reaction to geopolitical news rather than a significant new capital implementation. International macro conditions set a difficult backdrop.

The result was a quarter specified by volatility, dispersion, and selective positioning, instead of a clear directional pattern. Oil related assets did well for the most part. On the favorable side, in January, the Boreas Absolute High-end ETF introduced on ADX to include more thematic ETFs. In Q1, two more Kraneshares have been authorized for launch by the Capital Market Authority (CMA) and are about to be authorized by the Abu Dhabi Stock Exchange (ADX). The GCC ETF universe comprised 39 ETFs with an overall AUM of $9.35 billion (as of Q1 2026). Performance across the market was broadly negative, with only 13 ETFs providing positive returns compared to 26 in decrease. Efficiency in Q1 2026 was driven by a narrow group of idiosyncratic winners, rather than broad market strength.

Corporate Strategy for Regional Leadership

Egypt delivered strong performance in January and February. In spite of a market pullback in March due to the war, both Egypt's market and its ETFs still published positive returns for the quarter. The ongoing Middle East dispute and resulting energy shock have reshaped the outlook for emerging market equities between the oil-haves and the oil-have-nots.

The sector likewise faced more comprehensive macro headwinds, consisting of a more careful policy backdrop in China and worldwide risk-off sentiment driven by geopolitical tensions and greater energy costs. Thematic ETFs Had a hard time for the many part, particularly those linked to carbon and high-growth technology, as valuation pressures and global rate dynamics weighed on performance.

Circulations in Q1 2026 were modest and extremely focused, reflecting selective allocation rather than broad market participation. Regardless of weak performance, ETFs tape-recorded $27.1 million in net inflows, with just a little number of products bring in brand-new capital.

ANSR July GCC PRs 50DR+

Advanced Planning for Regional Excellence

Trading activity stayed consistent, with typical 30-day volumes around 33,000 shares, concentrated in a handful of bigger and more liquid ETFs. Most activity appears to have occurred in the secondary market, making it possible for financiers to adjust positions without significant primary creations or redemptions. While recent geopolitical occasions have actually resulted in more financial pressure on GCC nations, the area stays resistant and well capitalized to deal with the circumstance.

In January, Boreas introduced its S&P Global High-end UCITS ETF, adding a niche thematic exposure concentrated on worldwide luxury and customer brands. Momentum continued into April with the approval of KraneShares AGIX and KWIN ETFs by the CMA for cross-listing on ADX. These funds are expected to introduce in April pending a final approval from ADX.

Q1 2026 showed some development connecting to ETFs in the GCC. We anticipate more international and thematic ETFs to list in the GCC during 2026. While the dispute has actually impacted sentiment and rates during the quarter, it has driven more volume and interest in local possessions.

In spite of continuous geopolitical tensions and security risks throughout the Middle East, the economies of the Gulf Cooperation Council (GCC) have actually continued to demonstrate strength, maintaining positive development momentum in recent years. While conflicts in the wider area and international economic uncertainty remain a structural constraint, GCC countries have actually so far restricted their effect on domestic financial performance through strong fiscal positions, policy connection, and sustained financial investment.