Markets
Market analysis, data-driven insights, and macro commentary.
ADX Market Wrap for August 18, 2026: US-Focused ADX ETFs Fall Up to 2% on 8-10x Volume as Equities Rally
US-focused Shariah ETFs fell up to 2% on elevated volume Tuesday, while ADX equities rallied with Etisalat up 3.9% and Americana up 4.6%. Fixed-income and Sukuk ETFs also saw heavy trading amid broader bond market concerns.
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ADX Outperforms the Region as GCC Markets Post a Third Straight Monthly Decline
Abu Dhabi's ADX index rose 1.1% in July, bucking a regional trend as the MSCI GCC Index fell 0.7% for a third consecutive month. Kuwait's Premier Market also gained 1.53%, while most other GCC markets declined amid softer oil prices.
U.S. Equity Funds Extend Outflow Streak Ahead of Big Tech Earnings
U.S. equity funds extended outflows to a second consecutive week with $7.34 billion in net sales, as investors grew cautious ahead of major Big Tech earnings and rising oil prices weighed on sentiment.
Alphabet's First Negative Free Cash Flow Shakes Tech Stocks and ETFs
Alphabet's negative free cash flow in Q2 2026 sparked a tech selloff, with investor concerns over accelerating AI infrastructure costs outweighing strong operating results. The QQQ ETF remained highly liquid despite the downturn.
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IBM's Historic Sell-Off and the Quantum Disconnect
IBM plunged 26% on July 14, 2026, marking its worst trading day in nearly six decades after pre-announcing weaker-than-expected Q2 results and wiping out $70 billion in market value. The sell-off highlights the disconnect between long-term quantum computing optimism and disappointing near-term earni
UAE and Saudi Arabia Lead Arab FDI Rankings in 2025
The UAE and Saudi Arabia accounted for 67.7 percent of Arab FDI inflows in 2025, reinforcing the structural case for GCC capital markets and ETFs tracking them despite a 10 percent regional decline.
Lunate Rebrands Entire ETF Platform, Marking the End of the Chimera ETF Brand
All Chimera ETFs to Become Lunate ETFs Effective July 1, 2026
Turkey’s Political Shock Hits Markets: Is This Another Buying Opportunity?
A Turkish court's decision to annul the CHP's leadership congress triggered a 6.1% selloff in the BIST 100 and market-wide circuit breaker. GCC investors with exposure through UAE-listed Turkish ETFs face a critical question: is this another buying opportunity or a sign of fundamental weakness?
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UAE Exit from OPEC+, Shift in Oil Policy
The UAE has announced its exit from OPEC and OPEC+ effective May 1, 2026, signaling a strategic shift toward independent oil production management while maintaining market stability.
Middle East war jolts IMF outlook and puts Gulf ETF investors on alert
The IMF warns that Middle East conflict threatens global growth, projecting 3.1% expansion and 4.4% inflation in 2026. Gulf ETF investors face uneven impacts as energy prices rise but conflict-affected economies face direct infrastructure damage.
US Tech: Goldman Sees Entry Opportunity as Valuations Compress
Goldman notes that tech’s relative returns have weakened to their lowest point in roughly 50 years, creating what it describes as a potential generational opportunity.
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DFM Lowers Tick Size on ETFs. Here’s Why This Is Positive for Investors
Explore DFm fees and how the new tick size regime can lower trading costs for ETF investors in Dubai's financial market.