UAE Manufacturing Surge | Picks and Shovels Approach
The United Arab Emirates is rapidly expanding its non-oil economy, driving significant demand for industrial infrastructure and materials. This basket offers exposure to the global US/EU-listed companies supplying the essential equipment, chemicals, and engineering services for this growth.
Your Basket's Financial Footprint
This basket's total market capitalisation is $572.22B and is heavily anchored by a small number of very large-cap constituents. That concentration tends to yield a more stable, broad-market-like profile with lower idiosyncratic risk.
- Large-cap dominance tends to reduce volatility and align performance more with broad-market movements.
- Consider as a core portfolio holding, not a speculative growth allocation.
- Likely to deliver steady, long-term appreciation; not rapid, short-term explosive gains.
CAT: $268.16B
CMI: $66.19B
LIN: $200.30B
- Other
About This Group of Stocks
Our Expert Thinking
The UAE is aggressively diversifying away from oil, creating massive demand for industrial infrastructure. Rather than investing directly in local projects, this 'picks and shovels' approach targets the established global companies that supply the essential equipment, chemicals, and engineering services powering this transformation.
What You Need to Know
This group focuses on US and European-listed industrial giants with proven Middle East operations. These companies supply everything from heavy machinery to specialty chemicals, benefiting from the UAE's billions in non-oil sector investments whilst offering the stability of established multinational corporations.
Why These Stocks
Each company was selected for having direct business relationships and established operations in the UAE. From Caterpillar's official dealer network to Linde's production facilities in Sharjah, these firms are already integral suppliers to the Emirates' ambitious development plans.
Why You'll Want to Watch These Stocks
Massive Infrastructure Spend
The UAE is investing billions in non-oil sectors, creating unprecedented demand for the industrial equipment and services these companies provide. This infrastructure boom could drive sustained revenue growth.
Established Global Players
These aren't speculative bets - they're proven multinational corporations with existing Middle East operations and established supply chains, offering a stable way to access UAE's growth story.
Diversification Urgency
With oil dependency reduction as a national priority, the UAE's commitment to industrial development isn't optional - it's essential, potentially creating long-term tailwinds for these suppliers.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Australian Life Insurance: Which Stocks May Benefit?
Zurich Insurance's acquisition of ClearView Wealth underscores a significant consolidation wave in the Australian life insurance market. This development may surface investment opportunities among other potential takeover candidates and the technology firms supporting the industry's evolution.
Amazon Ecosystem: Could This Shift Create New Winners?
Amazon has surpassed Walmart as the largest U.S. company by revenue, signaling a major shift in the American economy. This theme focuses on the ecosystem of companies poised to benefit from the escalating rivalry in e-commerce, cloud computing, and AI-driven logistics.
AI Infrastructure: What's Next After Nvidia Shift?
Nvidia is swapping its $100 billion partnership with OpenAI for a $30 billion direct equity investment, signaling a major recalibration in AI sector financing. This strategic shift creates an investment opportunity among other AI infrastructure firms poised to benefit from OpenAI's diversifying partnerships.