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Stocks Get a Boost From Micron's Outlook; Oil Slumps | Horizons Middle East & Africa 06/25/2026

Watch on YouTube ↗  |  June 25, 2026 at 07:34  |  46:04  |  Bloomberg Markets
Speakers
Winnie Hsu — Bloomberg Reporter (Asia Markets)
Aarthi Chandrasekaran — Head of Public Markets at Shuaa Capital
Farouk Soussa — Senior Economist, Goldman Sachs
Yasseen Mansour — Chairman and Group CEO, Palm Hills Development
Abeer Abu Omar — Reporter, Bloomberg London
Jennifer Zabasajja — Chief Africa Correspondent, Bloomberg

Summary

Global stocks rebounded after Micron’s blowout sales forecast renewed confidence in AI infrastructure demand. Brent crude erased all wartime gains as Strait of Hormuz flows surged following progress on a U.S.-Iran peace deal. Guests offered views on oil price outlooks, the dollar, GCC economic winners from the Strait’s reopening, and a transformative Egyptian real estate project, while Nigeria geared up for a historic Dangote refinery IPO.

  • Micron’s $50B revenue forecast rekindles AI trade and lifts Asian tech stocks.
  • SK hynix rallies on plans for a $29B Nasdaq listing to narrow valuation gap.
  • Brent crude falls to $72.5, erasing all wartime gains as supply flows resume.
  • Goldman Sachs forecasts Brent at $80 year-end, then down to $70 by end of 2027.
  • Shuaa Capital sees a $75 floor for Brent as strategic reserves are rebuilt.
  • Shuaa Capital expects the U.S. dollar to unwind recent gains from a seven-month high.
  • Goldman Sachs says Kuwait and Qatar will benefit most from Strait normalisation.
  • Palm Hills CEO touts huge demand for a flagship Egypt project with UAE partner.
  • Dangote Petroleum Refinery IPO seen as a potential catalyst for Nigerian capital markets.
Ideas
Winnie Hsu Bloomberg Reporter (Asia Markets) 4:31
Nasdaq listing narrows valuation gap.
SK hynix is considering a $29 billion Nasdaq listing, which would attract new fund flows and help narrow the valuation gap with major peers such as Micron, providing significant support for the stock.
000660.KS MED
Aarthi Chandrasekaran Head of Public Markets at Shuaa Capital 9:32
Oil floor at $75 from reserve rebuild.
Oil demand is muted but countries like the U.S., China, Korea, India, and Japan will rebuild strategic reserves, putting a floor under oil prices. Forecasts Brent at $75/barrel in the second half of the year, with the physical market remaining tight.
BNO MED
Aarthi Chandrasekaran Head of Public Markets at Shuaa Capital 10:18
Dollar to unwind most recent gains.
The U.S. dollar is at a seven-month high but has limited further upside. Without a resurgence in inflation or incremental productivity gains, the dollar could unwind most of its recent gains.
UUP MED
Farouk Soussa Senior Economist, Goldman Sachs 30:05
Strait reopening boosts Kuwait, Qatar economies.
With the Strait of Hormuz reopening and trade normalizing, Kuwait, Qatar, and Bahrain—which suffered more during the conflict due to lack of alternative egress—will see a significant pickup in economic activity and revenue.
Kuwait equities QAT MED
Yasseen Mansour Chairman and Group CEO, Palm Hills Development 39:12
Egypt project drives huge demand, high returns.
A transformative project in Egypt's North Coast with a UAE partner is generating unbelievable demand and will shift the destination to year-round use, delivering the highest return on investment and acting as a game-changer for Egyptian real estate and tourism.
PHD.L MED
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This Bloomberg Markets video, published June 25, 2026, features Winnie Hsu, Aarthi Chandrasekaran, Farouk Soussa, Yasseen Mansour discussing 000660.KS, BNO, UUP, Kuwait equities, QAT, PHD.L. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Winnie Hsu, Aarthi Chandrasekaran, Farouk Soussa, Yasseen Mansour  · Tickers: 000660.KS, BNO, UUP, Kuwait equities, QAT, PHD.L