Markets

Trump's Re-election to Boost Equities in Africa, Middle East, Says J.P. Morgan

According to J.P. Morgan, these tariffs could strengthen the U.S. dollar and push bond yields higher, positioning the MENA region to benefit from these trends.

November 12, 2024
772 1 minute read
Trump's Re-election to Boost Equities in Africa, Middle East, Says J.P. Morgan

Donald Trump’s possible re-election could drive growth in emerging market equities in the Middle East and North Africa (MENA) region due to a stronger U.S. dollar, rising U.S. bond yields, and anticipated global trade policy changes, according to a J.P. Morgan report released Tuesday.

“We favor MENA markets with currencies pegged to the dollar over regions with emerging market FX exposure in Central and Eastern Europe, the Middle East, and Africa (CEEMEA),” noted analysts led by David Aserkoff at J.P. Morgan.

For the CEEMEA region, two primary uncertainties affecting equities in 2025 include U.S. tariff policies and China’s economic stimulus measures.

Trump’s recent sweeping election victory has placed a spotlight on his campaign commitment to impose tariffs of over 60% on Chinese imports.

According to J.P. Morgan, these tariffs could strengthen the U.S. dollar and push bond yields higher, positioning the MENA region to benefit from these trends. Increased tariffs could also redirect cheaper Chinese exports into other global markets, further impacting trade dynamics.

Also Read: JP Morgan Among Managers to Assist Nigeria in its Upcoming Eurobond

The MENA region is expected to benefit most, as it lacks a large manufacturing sector that would compete directly with Chinese imports, unlike other CEEMEA nations like Poland and Turkey, which could face negative impacts from increased Chinese trade flows, J.P. Morgan observed.

Additionally, J.P. Morgan upgraded its rating on Greek equities to “overweight,” citing solid economic growth and robust quarterly earnings.

The brokerage maintained an “overweight” position for South Africa and the UAE, upheld a “neutral” rating on Saudi Arabia and Turkey, and reaffirmed an “underweight” stance for Poland.

November 12, 2024
772 1 minute read
Monitor Your Business Transaction
Photo of Lawrence Baraza

Lawrence Baraza

Lawrence Baraza is a dynamic journalist currently overseeing content at Metropol TV Digital. With a keen focus on business news and analytics, Lawrence guides the platform in delivering insightful, data-driven content that empowers its audience to make informed decisions. Lawrence’s commitment to quality and his ability to anticipate market trends make him a key figure in the digital media landscape. His work continues to shape the way business news is consumed, making a significant impact in the field.

Related Articles

Twiga Foods, an agritech firm, acknowledged the challenges faced in 2023 and expressed regret for the difficulties that arose, placing both companies in a challenging position.

Twiga Food to Pay Ex-Employee Ksh.1 Million for Unprocedural Termination

5 days ago
South African Women Share Insights on Female Growth

South African Women Share Insights on Female Growth

2 weeks ago
Mi Vida Homes Management Takes Full Control from Actis and Shapoorji Pallonji

Mi Vida Homes Management Takes Full Control from Actis and Shapoorji Pallonji

2 weeks ago
Angola Returns to International Bond Markets with $1.5 Billion Eurobond

Angola Returns to International Markets with $1.5 Billion Eurobond

2 weeks ago

772 Comments

  201. I have been exploring for a little for any high-quality articles or blog posts on this sort of area . Exploring in Yahoo I at last stumbled upon this web site. Reading this info So i am happy to convey that I have a very good uncanny feeling I discovered just what I needed. I most certainly will make sure to don’t forget this web site and give it a look on a constant basis.

    Reply

  536. I was very pleased to find this web-site.I wanted to thanks for your time for this wonderful read!! I definitely having fun with every little little bit of it and I have you bookmarked to check out new stuff you weblog post.

    Reply

  600. great post, very informative. I wonder why the other specialists of this sector don’t notice this. You should continue your writing. I am confident, you’ve a great readers’ base already!

    Reply

  610. Hi there! This post couldn’t be written any better! Reading through this post reminds me of my previous room mate! He always kept talking about this. I will forward this article to him. Pretty sure he will have a good read. Thank you for sharing!

    Reply

  631. It is perfect time to make some plans for the future and it’s time to be happy. I have read this post and if I could I desire to suggest you some interesting things or tips. Perhaps you can write next articles referring to this article. I wish to read more things about it!

    Reply

  733. I know this if off topic but I’m looking into starting my own blog and was curious what all is required to get setup? I’m assuming having a blog like yours would cost a pretty penny? I’m not very internet smart so I’m not 100 sure. Any recommendations or advice would be greatly appreciated. Many thanks

    Reply

  753. Superb website you have here but I was curious if you knew of any community forums that cover the same topics talked about here? I’d really love to be a part of online community where I can get responses from other experienced individuals that share the same interest. If you have any recommendations, please let me know. Cheers!

    Reply

  758. Probeer de volledige versie van Alice’s Wonderland 7 – Sugar Rush Deluxe gratis! Klantenrecensies, waaronder sterbeoordeling van producten, geven klanten meer informatie over het product en helpen bij de beslissing of dit het juiste product voor hen is. abbreviation for unidentified flying object: an object seen in the sky that is thought to be a spacecraft from another planet Elke slotprovider staat vaak wel bekend om een bepaald soort slot. Zo vind je bij NoLimitCity zeer volatiele slots met niet zelden een donker thema, terwijl Pragmatic Play bekendstaat om de slots die lijken op games als Candy Crush; niet kinderlijk, wel kleurrijk en easy going. Greentube en Stakelogic steken klassiekers in een nieuw jasje en ELK Studios bedenkt originele game plays. En zo kan ik nog wel even doorgaan.
    https://bigballoon.es/pirates-2-online-slot-review-zeil-de-nederlandse-casinos-binnen/
    De meeste spelers houden er wisselende voorkeuren op na. Maar feit is wel dat Buffalo King Megaways alle Pragmatic Play liefhebbers kan bekoren omdat het lijkt op vergelijkbare slots van deze softwaremaker zoals Starlight Princess, Big Bass Bonanza en Pirates Pub. Je vindt het spel dan ook bij de hieronder vermelde top Buffalo King Megaways gokkast sites per categorie. De inzet functie op GGPoker is cutting edge en ongelooflijk gebruiksvriendelijk, hoe je Buffalo King gratis kunt spelen is het tijd om uw eerste storting te maken. Hoe wordt de volatiliteit van Buffalo King berekend als gevolg daarvan, dan heb je een echt goede casino bonus op je handen. Algemene informatie Algemene informatie Wat kost gokken jou? Stop op Tijd. 18+ Buffalo King Megaways is een spannende gokkast die zich afspeelt in de majestueuze Amerikaanse wildernis. Met zijn dynamische rollen en verbluffende visuals biedt het een boeiende mix van spanning met een hoge inzet en laagdrempelig plezier. Of je nu een casual speler bent of een high roller, het enorme potentieel en de aanpasbare gameplay zorgen voor spannende avonturen voor iedereen.

    Reply

  759. Einige Online Casinos bieten bereits kostenlose Einzahlungen an, ein Begriff. Als neuer Spieler werden sie dort mit einem lukrativen Willkommensbonus und Freispielen willkommen geheißen, der traditionell nicht von Lotteriespielen verwendet wird. Willkommen in unseren gemütlichen und modernen Ferienwohnung mitten im Chiemgau. Genießen Sie ein herrliches Alpenpanorama und bayrische Gastfreundschaft Wir sorgen als Casino-Team für seriöse und schnelle Zahlungsoptionen, die speziell auf den Schweizer Markt ausgerichtet sind. Von Kreditkarten über E-Wallets bis hin zu Kryptowährungen: Alle Einzahlungen werden direkt dem Konto gutgeschrieben. Die Auszahlungen erfolgen nach Verifizierung zuverlässig innerhalb eines Tages. Schweizer Franken und andere Währungen stehen zur Wahl, die Auszahlungslimits sind fair gewählt.
    https://ms.olodesk.com/blog/2025/10/16/so-gelingt-die-anmeldung-bei-nine-casino-schritt-fur-schritt/
    Der Umfang seiner Recherchen hat dabei vor allem den einen Effekt (der auch meine Rezension vom letzten Jahr plagt): Das Ergebnis ist exhaustiv. Bis auf die genannte kleine Schwäche in der musikalischen Analyse enthält dieses Buch wirklich alles, was man je über “Close to the Edge” wissen wollte. Manchmal sogar ein bisschen zu viel: Dass Brufords Ausstieg beleuchtet werden musste, und alles, was damit zusammenhängt (die langen Aufnahmesessions, die Verlockungen King Crimsons, die vertraglichen Winkelzüge), ist klar, aber wenn man sich als Leser dann in einer ausführlichen Besprechung der U.K.-Alben wiederfindet, fragt man sich doch, ob Romano nicht hier und da das eine oder andere hätte weglassen können. Questions? This email address is being protected from spambots. You need JavaScript enabled to view it. | +49 (0) 461 1828 066

    Reply

  763. Praktik privasi mungkin bervariasi, misalnya, praktik privasi berdasarkan fitur yang digunakan atau usia Anda. Pelajari Lebih Lanjut Data berikut ini mungkin digunakan untuk melacak Anda di seluruh app dan situs web milik perusahaan lain: Dapatkan metrik dApp Sugar Rush Finance yang paling penting dengan mudah – analisis bagan mendalam di bawah ini, evaluasi aktivitas dApp dalam periode waktu yang berbeda & buat keputusan yang cepat dan akurat! Sugar Rush Finance adalah platform DeFi. Platform ini memungkinkan pengguna untuk mendapatkan penghasilan secara pasif. Data berikut ini mungkin digunakan untuk melacak Anda di seluruh app dan situs web milik perusahaan lain: Bug fixes and improvements Kami juga merekomendasikan untuk melihat Ikhtisar Kegiatan Sugar Rush Finance & Grafik Neraca Kontrak Cerdas untuk melihat bagaimana metrik penting ini berfluktuasi & berubah seiring waktu.
    https://drrewatkar.in/review-mengasyikkan-slot-sugar-rush-dari-pragmatic-play/
    nappa neon liar naege neo mwol han geoya sugarGimme gimme moreGimme gimme more Sugar rush-ushSugar rush-ushSugar rush-ushSugar rush-ush-uhIri waseo deoEopgo nolja deo Baca Juga: Lirik Lagu Putar Waktu – Mahalini yang Viral di TikTok Selain itu lirik lagu Sugar Rush Ride yang dinyanyikan oleh TXT (TOMORROW X TOGETHER) tersebut diproduksi di bawah naungan studio rekaman BIGTH MUSIC. Sugar rush-ushSugar rush-ushSugar rush-ushSugar rush-ush-uhBerilah aku lebihBerilah aku lebih CIANJURESKPRES – Lirik Lagu Sugar Rush Ride TXT Yang Shooting Di Bali Lagu andalan TXT hingga saat ini 2 Februari 2023 sudah ditonton lebih dari 50 juta tayangan. Lagu andalan TXT hingga saat ini 2 Februari 2023 sudah ditonton lebih dari 50 juta tayangan. Sugar rush-ush Sugar rush-ushSerbuan gulaSugar rush-ush-uhBeri aku lebih banyak lagiBeri aku lebih banyak lagi

    Reply

  764. When you are satisfied with your winnings on the supermeter, you just hit the collect button and the money will be sent to your account. Once this is done, you will get to continue your game. Also, of every deposit to the game, 3% goes to the games’ jackpot. The UK Gambling Commission & ONLINESLOTSX are committed to preventing underage gambling. All rights reserved If you’re looking for a slot game that combines the best of both worlds – classic gameplay with modern features – then Mega Joker is the perfect choice for you. With its retro design, simple gameplay, and potential for big wins, it offers a gaming experience that is hard to beat. Mega Joker is a classic online slot that features the old-fashioned layout and traditional fruit symbols. It allows you to hit big progressive jackpot wins in the base game. 
    https://condo-the-orie.com/sweet-bonanza-max-win-uk-slot-insights/
    Gains are formed left so you can right and you may the other way around, so that the overall successful prospective is a lot greater than do you believe. As one of the most widely used slot video game international, professionals are always on the lookout for free spins during the Starburst. Thankfully, web based casinos recognize it and sometimes work at 100 percent free spins bonuses and you may 100 percent free spins offers to aid players get started on Starburst. RTP represents Come back to Player and you will tells us simply how much, typically, a slot will pay call at wins in the money it will take within the in the wagers. Starburst’s RTP out of 96.06% is in fact bang to your industry basic and you will means for each and every $100 without a doubt, $96.06 bucks would be given out inside the gains over the years. Myself, I find FanDuel online casino becoming probably the most user friendly platform to possess playing Starburst, particularly on the mobile.

    Reply

  765. Playing Aloha! Cluster Pays slots online is simple: Best UK no deposit bonus codes there isn’t anyt any want to down load any app to play, roof and flooring with gold embellishments. Aloha Cluster Pays slot is available on your mobile. Play mobile casino Aloha today. NetEnt are famously good at making mobile video slots, and this one is no exception! The biggest difference between American Roulette and European versions of the game is the second 00 slot, Penguin City. In other words, how can I redeem my loyalty points on Aloha! Cluster Pays Buffalo King. Why not check out the remaining Jurassic Park slots symbols and values in the full paytable guide below, Jungle Jim And The Lost Sphinx. The site supports fiat and cryptocurrencies, predicting outcomes at Aloha! Cluster Pays Montezuma MegaWays.
    https://thelifetimesaving.com/experience-the-sweet-thrills-sugar-rush-online-demo-reviewed/
    Moreover, last week, Telegram rolled out a feature through which its users could export chats from other messaging apps onto it. Post your jobs.Reach top games industry talent. While there is no dedicated Mostbet desktop app, you can still access the full range of services and features by creating a desktop shortcut to the Mostbet website. This setup mimics the app experience, offering the convenience of quick access to sports betting and casino games without the need for a dedicated desktop app. Δdocument.getElementById( “ak_js_1” ).setAttribute( “value”, ( new Date() ).getTime() ); Yes, you can play Truck Driving Simulator and other similar driving games online at CrazyGames. China has been launching satellites for Pakistan for the past few years to help its close ally. 1The pixel art game inspired by the Bomberman game is built on blockchain.

    Reply

Leave a Reply

Your email address will not be published. Required fields are marked *

Back to top button