Investing & Themes
Thematic investing ideas spanning sectors, regions, and strategies.
A Comprehensive Guide to Exchange Traded Funds (ETFs) in India
India's rapidly expanding ETF market now includes 300+ schemes with ₹11.45 lakh crore in assets. ETFs combine index-based diversification with stock-like tradability, with data showing they often outperform actively managed funds.
H1 2026 Global ETF Flows Reach Record Highs as Momentum Accelerates
Global ETF markets reached an all-time high of $23.08 trillion in H1 2026 with $1.07 trillion in net inflows, while GCC-listed ETFs recorded $16.1 million in outflows, reflecting the region's concentrated market structure.
Morgan Stanley joins ADX as the first international remote trading member.
Morgan Stanley has been approved as the Abu Dhabi Securities Exchange's first international remote trading member, enabling direct client access to ADX-listed securities from New York and marking a major milestone in ADX's global expansion strategy.
AGIXUSKWINUS
The UAE Has Left OPEC. Now Murban Becomes the Trade.
The UAE's departure from OPEC and OPEC+ on May 1, 2026 liberates the world's second-largest spare oil capacity from quota constraints, positioning Murban as an independent crude benchmark for the first time.
What GCC Scenario could play out if US-Iran talks fail by Trump’s new deadline?
GCC markets fell amid rising US-Iran tensions and Hormuz disruption risks. Here’s what happens if talks fail. Read More.
GCC Markets Rebound: Dubai Leads Rally While Saudi Gains Remain Measured
Explore the latest trends in the UAE Saudi market as equities stabilize after recent volatility and sector performances shift.
GCC markets, three weeks into war: oil leads, UAE feels the shock, ETFs map the shift
Markets are being pulled in opposite directions and the GCC is no exception. After three weeks of conflict, regional performance has diverged: UAE equities, including ADX and DFM, have declined, while Saudi Arabia has remained relatively resilient.Oil has been the dominant driver, swinging sharply day to day as markets react to shifting supply and demand.
Dow Slides for Two Straight Days as Stagflation Fears Shake Markets
Explore the recent trends impacting the Dow Jones as it faces volatility from rising oil prices and labor market concerns.
UAE Stocks Slide, Then Rebound as DFM and ADX Reopen After War Halt
UAE stocks faced a sharp decline as trading resumed post-shutdown. Discover the latest on Dubai and Abu Dhabi equities.
GCC Oil Rally as Murban Jumps $10 on Rising Geopolitical Risk
Murban oil surged $10 as rising geopolitical tensions near the Strait of Hormuz sparked a sharp GCC oil rally, pushing Brent higher and raising fears of supply disruptions.
Markets reaction post Iranian Strike: Gulf Markets, Oil, Gold, and Bitcoin
On Monday, 2 March 2026, global markets awoke to an extraordinary convergence of geopolitical risk and financial market stress. Gulf Cooperation Council (GCC) equities plunged, one major GCC exchange stopped trading entirely, Brent crude oil surged as much as 13% intraday, gold broke to multi-day highs near $5,400 per ounce, and bitcoin swung wildly between […]
Gold Is Back: Is it still portfolio material?
Explore the latest trends in gold prices and why gold is regaining investor interest after recent market fluctuations.