Episode Details

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