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Nukoud

Your home for ETF news in the GCC. Independent coverage of exchange-traded funds, investing themes, and market trends across the Gulf Cooperation Council.

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All content on Nukoud is provided for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance is not indicative of future results. Readers should conduct their own research and consult qualified financial professionals before making investment decisions.

© 2026 Nukoud LLC. A Sharjah, UAE registered company. All rights reserved.

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Investing Themes

What GCC Scenario could play out if US-Iran talks fail by Trump’s new deadline?
investing themes/gcc

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.

April 6, 2026
GCC Markets Rebound: Dubai Leads Rally While Saudi Gains Remain Measured
investing themes/gcc

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.

March 24, 2026
GCC markets, three weeks into war: oil leads, UAE feels the shock, ETFs map the shift
investing themes/gcc

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.

March 18, 2026
Dow Slides for Two Straight Days as Stagflation Fears Shake Markets
investing themes/us tech

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.

March 9, 2026
UAE Stocks Slide, Then Rebound as DFM and ADX Reopen After War Halt
investing themes/uae

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.

March 5, 2026
GCC Oil Rally as Murban Jumps $10 on Rising Geopolitical Risk
investing themes/gcc

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.

March 5, 2026
Markets reaction post Iranian Strike: Gulf Markets, Oil, Gold, and Bitcoin
investing themes/gcc

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 […]

March 3, 2026
Gold Is Back: Is it still portfolio material?
investing themes/commodities gold

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.

February 27, 2026
DeepSeek-V4 and Its Impact on GCC China Tech ETFs
Artificial Intelligence

DeepSeek-V4 and Its Impact on GCC China Tech ETFs

The global artificial intelligence race is approaching a new inflection point, and this time, the disruption is not primarily about model capability. It is about economics. Markets and the technology community are closely watching the anticipated release of DeepSeek-V4, the next-generation model from Hangzhou-based AI startup DeepSeek. While official specifications remain limited, early industry leaks […]

February 27, 2026
The Claude Shock: How AI Agents Triggered a Software and Cybersecurity Rout
Artificial Intelligence

The Claude Shock: How AI Agents Triggered a Software and Cybersecurity Rout

Explore the rise of Claude saas and its impact on the software and cybersecurity markets, reshaping traditional workflows.

February 26, 2026
Boursa Kuwait’s 55% Profit Surge, and What It Signals for GCC Investors
investing themes/gcc

Boursa Kuwait’s 55% Profit Surge, and What It Signals for GCC Investors

Boursa Kuwait’s 55% profit jump highlights accelerating liquidity and structural reform. Here’s what it signals for GCC investors and Kuwait ETFs.

February 26, 2026
U.S.-Iran Tensions – What and when it Could Happen
investing themes/gcc

U.S.-Iran Tensions – What and when it Could Happen

Explore the dynamics of the US Iran nuclear talks and their impact on regional equities and market sentiment amidst ongoing tensions.

February 24, 2026
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