EPISODE · Nov 10, 2025 · 2 MIN
Pre-Session Views
from Al Ahly Pharos · host Al Ahly Pharos
In today's viewsStrategy | GBCO has become the authorized dealer of Li Auto and this may partially offset weakness in Iraq and JordanMACRO | October inflation print is milder than expected and will likely pave the way for a 1-2% December rate cutCSAG | Re-rating underway; scope for further upside versus ALCNEGCH | Resilient margins supported by pricing; operational recovery yet to showORWE | Polypropylene hits 5-year low; multiple tailwinds building for 2026Fertilizers | P-fertilizers spread divergence highlights sector rotation potential in 2026
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In today's views Strategy | GBCO has become the authorized dealer of Li Auto and this may partially offset weakness in Iraq and JordanMACRO | October inflation print is milder than expected and will likely pave the way for a 1-2% December rate cutCSAG | Re-rating underway; scope for further upside versus ALCNEGCH | Resilient margins supported by pricing; operational recovery yet to showORWE | Polypropylene hits 5-year low; multiple tailwinds building for 2026Fertilizers | P-fertilizers spread...
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