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Focus of the Month · May 2026
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Dubai or Riyadh? The 2026 GCC entry decision.

A strategic case study on UAE vs KSA market entry — channel architecture, distributor fragmentation, regulatory environment, talent & localisation, cost-to-serve, FDI. Data from McKinsey, Vision 2030, IMF and primary sources. Includes a 6-question decision framework.

15 May 2026 UAE / KSA 20 min read
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Market Signal · No. 4
The UAE just made shelf price a public conversation.
A daily price tracker on 33 basket items — what it means for entry pricing, private-label competition, and pricing architecture across the GCC over the next 12 months.
9 May 2026 · UAE / GCC 7 slides · 6 min read
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Market Signal · No. 3
Unilever just bought Wild. The premium-sustainable bet is back on.
After three years of budget discipline, the M&A signal is reversing. What it changes for premium strategy in the Middle East and Southeast Asia, with three regional levers and a 90-day playbook.
24 Apr 2026 · Global / GCC 7 slides · 6 min read
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Market Signal · No. 2
Local brands now hold more than half of FMCG value in Southeast Asia.
Bain & NielsenIQ make it official. A USD 5Tn consumer market by 2035, multinationals losing ground. Three levers that work — and the ones that backfire.
6 Mar 2026 · SEA / SG 7 slides · 6 min read
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Market Signal · No. 1
The UAE just overhauled its sugar tax. The reformulation clock has started.
A tiered excise on sweetened drinks based on sugar content per 100ml replaces the flat 50% rate — implications for portfolio strategy, reformulation P&L, and your GCC pricing architecture.
07 Feb 2026 · UAE / GCC 7 slides · 6 min read
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