About this episode
In today's views
- Strategy | October 2025 inflation print will likely keep policy rates unchanged on 20 November 2025 but the likelihood of a December rate cut has increased
- ISPH | Market diversification and rate sensitivity drive robust 2026 earnings outlook
- DSCW | Helwan expansion gaining traction with latest land acquisition
- Cement Sector | New capacity approvals highlight long-term confidence, short-term price impact remains limited
- ORAS | MSCI inclusion reinforces ADX re-rating thesis
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