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Pre-Session Views



In today's Pre-Session Views:

  • Strategy | CSAG and CCAP (post issuance of new shares) are our most favored direct exposures to a likely reopening of the Strait of Bab El Mandab
  • Cement Sector | Gaza ceasefire and new incentives reshape supply-demand outlook
  • F&B | Sector rotation time for F&B players; Overweight


Published on 2 days, 13 hours ago






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