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12 handpicked stocks

UAE Diversification: Risks in Oil-to-Tech Transition

As the United Arab Emirates diversifies its economy beyond oil, new growth opportunities are emerging in sectors like technology, tourism, and renewable energy. This basket offers exposure to these key themes through global US/EU-listed companies that are contributing to or benefiting from the nation's development.

Author avatar

Han Tan | Market Analyst

Published on November 19

Your Basket's Financial Footprint

This basket's total market capitalisation is 6,300,038.3 and is heavily anchored by a few very large-cap constituents, which generally confers a more stable profile.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility, more stability, and closer tracking of broad market movements.
  • Consider as a core, diversified holding rather than a short-term speculative position.
  • Expect steady, long-term value growth rather than frequent, explosive short-term gains.
Total Market Cap
  • MSFT: $3.67T

  • JPM: $823.30B

  • ORCL: $628.57B

  • Other

About This Group of Stocks

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Our Expert Thinking

The UAE is executing a strategic vision to transition away from oil dependency, creating robust growth opportunities in technology, finance, logistics, and renewable energy. This transformation represents one of the most significant economic diversification efforts globally, positioning the nation as a premier hub for innovation and commerce.

2

What You Need to Know

This group focuses on US and EU-listed multinational corporations that are integral to the UAE's development. These aren't just any companies - they're key enablers providing critical infrastructure, digital services, and financial capital necessary for building the UAE's knowledge-based economy.

3

Why These Stocks

Each company was handpicked based on their significant operations, partnerships, or supply contracts within the UAE's expanding non-oil sectors. From Microsoft's cloud data centres in Abu Dhabi to HSBC's regional headquarters in Dubai, these global leaders are directly contributing to the nation's economic transformation.

Why You'll Want to Watch These Stocks

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Nation-Building in Real Time

You're watching one of the world's most ambitious economic transformations unfold. The UAE's diversification beyond oil is creating massive opportunities across multiple high-growth sectors.

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Global Giants, Local Impact

These aren't just any multinational companies - they're the chosen partners building the UAE's future. From Microsoft's smart city initiatives to Goldman Sachs' financial infrastructure, these firms are integral to the nation's success.

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Strategic Positioning Advantage

The UAE is positioning itself as the gateway between East and West, creating a unique investment opportunity. These companies are perfectly placed to benefit from this strategic geographic and economic positioning.

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

Read Full Insight

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