EPISODE · Nov 30, 2025 · 4 MIN
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from Al Ahly Pharos · host Al Ahly Pharos
Strategy | Benign November inflation figure should unlock another 100 bps Christmas day policy rate cut.ELEC | Earnings soft patch but medium-term re-rating intactUrea | US LNG surge crushes European gas; urea downside risks increaseABUK | McKinsey roadmap to unlock efficiency and ensure CBAM compliance
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