STANDPoint: Time to Catch Up
Updating our fundamental outlook
It is often helpful to go back to the drawing board to see how old strategies have performed: what went right, what went wrong, and — more importantly — why? In this note, we would like to refer back to our STANDPoint note published on Sunday, 30 January 2022, titled Egypt Valuation Repertoire, where we laid out our strategy for 2022 in a 5 x 5 canvas. Then we update our outlook for the coming period along with our updated top stock picks.
For the full report, please click here.
Amr Hussein Elalfy
Head of Research
T +202 3300 5724
Prime Research Team