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Manage episode 518722250 series 2987212
Content provided by Al Ahly Pharos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Al Ahly Pharos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In today's views

  • Strategy | GBCO has become the authorized dealer of Li Auto and this may partially offset weakness in Iraq and Jordan
  • MACRO | October inflation print is milder than expected and will likely pave the way for a 1-2% December rate cut
  • CSAG | Re-rating underway; scope for further upside versus ALCN
  • EGCH | Resilient margins supported by pricing; operational recovery yet to show
  • ORWE | Polypropylene hits 5-year low; multiple tailwinds building for 2026
  • Fertilizers | P-fertilizers spread divergence highlights sector rotation potential in 2026
  continue reading

1970 episodes

Artwork
iconShare
 
Manage episode 518722250 series 2987212
Content provided by Al Ahly Pharos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Al Ahly Pharos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In today's views

  • Strategy | GBCO has become the authorized dealer of Li Auto and this may partially offset weakness in Iraq and Jordan
  • MACRO | October inflation print is milder than expected and will likely pave the way for a 1-2% December rate cut
  • CSAG | Re-rating underway; scope for further upside versus ALCN
  • EGCH | Resilient margins supported by pricing; operational recovery yet to show
  • ORWE | Polypropylene hits 5-year low; multiple tailwinds building for 2026
  • Fertilizers | P-fertilizers spread divergence highlights sector rotation potential in 2026
  continue reading

1970 episodes

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