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6 handpicked stocks

UAE Tech Infrastructure: Risks in Global Supply Chain

The UAE's economic diversification is heavily reliant on building a world-class digital foundation for businesses and residents. This basket offers exposure to the international technology and hardware companies that supply the essential infrastructure for this national project.

Author avatar

Han Tan | Market Analyst

Published on November 12

Your Basket's Financial Footprint

This basket's total market capitalisation is 3,883,492.55 and is overwhelmingly anchored by a single very large-cap holding. That concentration tends to lend a more stable, lower-risk profile and broader-market-like behaviour compared with small-cap-heavy baskets.

Key Takeaways for Investors:
  • Large-cap dominance tends to reduce volatility and align returns with broad-market performance, lowering idiosyncratic risk.
  • Treat this basket as a core portfolio holding for steady exposure rather than a speculative growth allocation.
  • Expect gradual, long-term appreciation rather than rapid, short-term gains; growth is likely to be steady.
Total Market Cap
  • MSFT: $3.78T

  • NOK: $38.09B

  • ERIC: $33.28B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The UAE is strategically pivoting from oil dependency to become a global technology hub. This transformation requires world-class digital infrastructure from cloud computing to 5G networks. We've identified the international companies supplying these essential building blocks for the nation's ambitious digital future.

2

What You Need to Know

This group focuses on established global leaders in critical technology sectors including cloud services, semiconductor manufacturing, and networking equipment. These companies are directly involved in powering the UAE's rapid economic development and integration into the global digital landscape.

3

Why These Stocks

Each company was handpicked based on their direct involvement in the UAE's digital infrastructure projects. From Microsoft's Azure data centres in Dubai to Nokia's 5G networks, these firms are the key suppliers enabling the country's technological transformation and economic diversification.

Why You'll Want to Watch These Stocks

🚀

National Transformation in Motion

The UAE is actively building its digital future right now, creating massive demand for the technology infrastructure these companies provide. You're watching a country's economic evolution unfold.

🌐

Global Leaders with Local Impact

These aren't just any tech companies - they're the world's top suppliers directly powering one of the most ambitious digital transformations happening today.

💎

Strategic Government Backing

With sovereign wealth funds and government partnerships involved, these companies have the backing of one of the world's most forward-thinking nations committed to technological advancement.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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