iShares MSCI Qatar ETF

QAT

Market cap $94.5M

Crude oil stocks stand to gain from surging prices and supply chain disruptions, offering investors defensive, short-term tactical buying opportunities. The goal of defensive trading is to preserve capital and mitigate risk until more favorable market conditions return. Explore the ‘Strong Buy' recommendations in this article, which are up an average +60% YTD, trade at a discount, and offer strong fundamentals that may benefit from the crude oil trade.

Amid shifting global economic currents, one Gulf state is quietly reshaping its narrative. The State of Qatar, long known for its abundant natural gas reserves, is steadily repositioning itself as a dynamic investment destination.

The iShares MSCI Qatar ETF hasn't really made any progress over the past year, but we think this could change as the macroeconomic conditions improve. GDP growth, which likely grew at 1.5-2% last year, will expand by 2.6-2.7% this year, with a tremendous spurt in the following year (5.5%) as higher LNG capacity comes online. Qatar could control a quarter of the global LNG market by the end of this decade, while structural reforms have been put in place to generate average GDP growth of4%.