About this episode
Strategy| Corridor at 20% by end 2025 favors the likes of ISPH
Macro| CBE tone is categorically dovish
ISPH| 3.25% policy rate cut YTD boosts pre-tax income by EGP100 million during 2H25
EFIH and FWRY| At circa 40% of net income, interest income under watch post CBE second policy rate cut
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