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9 handpicked stocks

UAE Diversification: Which Global Stocks May Benefit?

As the UAE diversifies its economy beyond oil under Vision 2031, unique growth opportunities are emerging in sectors like technology and sustainable development. This basket offers exposure to these key themes through global US and EU-listed companies that are integral to the UAE's ambitious national projects.

Author avatar

Han Tan | Market Analyst

Published on November 21

Your Basket's Financial Footprint

This basket's total market capitalisation is $712.58B and is dominated by a few very large-cap holdings, giving it a clear large-cap bias. That concentration tends to confer greater stability while reducing exposure to small-cap-driven growth.

Key Takeaways for Investors:
  • Large-cap dominance likely means lower volatility, steadier returns and closer tracking of broader market trends.
  • Best suited as a core, long-term holding rather than a speculative, high-growth sleeve.
  • Expect steady, long-term appreciation rather than rapid, short-term gains; growth tends to be gradual.
Total Market Cap
  • UPS: $77.09B

  • HSBC: $234.20B

  • EQIX: $73.92B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The UAE's Vision 2031 represents one of the most ambitious economic transformations in the region, shifting from oil dependence to a diversified, knowledge-based economy. This creates unique opportunities to invest in the global companies providing the critical infrastructure, technology, and financial services that make this transformation possible.

2

What You Need to Know

This group focuses on established US and European companies with significant operations in the UAE, rather than local firms. These are the international partners enabling the country's growth in sectors like digital infrastructure, sustainable development, and global trade - offering a stable way to participate in the UAE's ambitious development plans.

3

Why These Stocks

Each company was selected for its direct role in supporting the UAE's strategic goals. From data centre operators powering the digital economy to global banks facilitating foreign investment, these firms have established operations, partnerships, or contracts that make them integral to the country's diversification efforts.

Why You'll Want to Watch These Stocks

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Transformation in Motion

The UAE's Vision 2031 is creating unprecedented demand for international expertise and infrastructure. These companies are positioned at the heart of one of the world's most ambitious economic transformations.

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Global Giants, Local Impact

These aren't speculative bets - they're established multinational corporations with proven track records and direct operations supporting the UAE's strategic development goals.

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Strategic Partnerships

Each company has secured meaningful partnerships, contracts, or operational presence in the UAE's key growth sectors, from digital infrastructure to sustainable development projects.

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

Read Full Insight

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