ارتفاعات هائلة⛔️صعود المؤشرات📣سعر الصرف عاملا⁉️ | محمد محيي الدين

0:00 Improvement in indicators Improvement in dollar flows Remittances of Egyptians abroad and the large jump in the risk that was ongoing to navigation in the Suez Canal and this same risk affects tourism These items were removed, creating a state of reassurance A little bit The degree of certainty increased in contrast to its absence A little bit It increased or a little bit The ambiguity was revealed, so the Egyptian money and stock market improved For more, let us be honored by hosting Mr. Hashem Al-Fahmawi, a finance and business expert from the Jordanian capital, Amman Welcome to the Egyptian Stock Exchange and strong increases What are the reasons? Welcome Peace be upon you and

0:47 God’s mercy and blessings Welcome, Mr. Mohamed Moharram Stock Exchange increases Today’s session The EGX30 index almost jumped above 1000 points Recorded gains of 379 The trading volume is approximately 6 billion This is Mr. Mohamed Mohie A jump, meaning it is expected It was expected before this happened In the previous episode, we talked about the EGX30 index currently heading to approximately 32,170 32150 and these areas are safe areas on the IG Exclusive index that it continues to levels approximately 33p 33800 and these areas for the trader or weekly investor or daily speculator must be careful of the most important thing from these levels because these levels will be areas of very strong profit taking

1:34 on the Geicosterty index. We saw the political situations and tensions yesterday. If we look at the reality of what happened, Mr. Mohamed Mohie, there was a sign. Yes, yes, the owner of economic thought or economic thinker can read between the lines and can read the heart of events in a correct way. Look when Iran responded to America by striking the Al-Udeid base in Qatar with six missiles and these missiles were intercepted by the Qatari Ministry of Defense. May God protect Qatar. Look at this matter at this time, a very strong drop in oil prices. The game scenario was originally very exposed to the

2:22 Arab trader or the Arab investor so that the Arab investor does not remain absent from the reality or sleeping on his ears and does not know where God has placed him from these councils. What is happening in the Middle East region? Look with the drop Oil prices Oil prices fell yesterday by approximately 8.75 to 8.90% 90% at the time of the events when Al Udeid base was struck and Iran threatened to strike the Ain al- Assad bases in Iraq and also some bases in Syria in several areas. Oil began to bleed very heavily here, which indicates that there were real understandings or prior agreements or agreements on this matter to end this dispute. It was expected that after 24 hours a

3:09 ceasefire would take place after this operation. Yesterday, they would say to the people, “By God, we stopped the operation and stopped this war.” The fall in oil. Look at oil today. Today, oil lost approximately 8.8 8.8%. Today, oil, Mr. Muhammad Buhay, is losing up to this moment, approximately 6% at 66.40 66.30. Look, with the decline in oil today, all Arab stock exchanges recorded strong gains. Some Gulf stock exchanges that depend or have budgets on oil prices may be exposed to declines and strong profit-taking operations during the coming weeks and months because oil is the basis of commodities for them. Therefore, oil may continue A drop to the $45 area in 2025 because today there was a

3:58 statement from US President Trump. If we look and if everyone saw and heard an official statement, what did the US President say? The American president spoke with confidence about China starting to buy Iranian oil, meaning that these will be indicators for suspending some sanctions on Iran and allowing oil and Iranian oil to enter the European market and the global market in a very large way. If this scenario is expected to happen within a few days or within a few weeks, Iranian oil will be completed. Iranian oil will start to be pumped into the market in a very strong way, and then it will be negatively reflected on global oil prices.

4:44 If we look at, if we compare oil prices, if we compare the movement of Brent and NYMEX crude oil prices and compare them today to the Egyptian Stock Exchange or the Arab stock exchanges, the Egyptian Stock Exchange is considered in today’s session to have achieved the best performance among all Arab stock exchanges, as the EGX Certification Index, as the EGX Certification Index is the best performance, but there is an important point that the reader or thinker must make when talking about this matter to stay away from emotion and talk in a scientific financial manner, so that the reader or investor can see the picture. Today, my EGX XTer index is 1179. I have companies that have come out. 5% of my companies rose 8% I have companies rose 12% but I have many companies rose 5%, 6%,

5:29 7% while if the EGX 30 index fell 1179 points I would have seen more than 3 companies traded in the Egyptian Stock Exchange fall 10, 15 and 20% so this real equation is an absent equation between the EGX 30 index and the companies’ prices. Today I have exchange rates trading almost above 50 and close to 52 fluctuating while my Geek index today I have 32 at 32500 so the price of the EGX 30 against the exchange rate, Mr. Muhammad Bahy Al-Qar, the trader must know that this is not the price of the EGX 30. When I want to calculate the exchange rate, I divide it by the market value on the Egyptian market. It will come out to me approximately 42 to 48000, the

6:14 real value of the index, the fair value, meaning that I am trading below the fair value on the index The gixcerti, if there is a reality to encourage investment, but there is no working mechanism by the market administration and by the walls and before there is no real working mechanism to encourage investment and pump money and encourage hot money to enter the stock exchange in a correct way if there is a real working mechanism a correct working mechanism is built to encourage hot money and the money of the funds of the funds of the Arab banks to pump their money in a very large way compared to the rise of the index. Today I have the index at 1179 points. I have liquidity of 6 billion pounds. Well, what is the exchange rate with me at 50 51? So this liquidity of 6 billion

7:01 in my view is very low liquidity, even if the liquidity was 3 billion and 2 billion, this is considered today I am liquidity compared to the rise of the index, I broke it at a price of 51. I consider it very strong liquidity. If the decision-makers in the Egyptian Stock Exchange, the owners of economic thought, there must be a working mechanism to raise the volume of trading in the Egyptian Stock Exchange to levels higher than 15 billion pounds to be compatible Between the exchange rate and the market value in the correct way to encourage hot money to put its money in the Egyptian Stock Exchange in the correct way and this hot money remains in the Egyptian Stock Exchange for a period of three to six months at least, and quickly the Prime Minister’s point of view is that the

7:46 dollar price is deteriorating as a result of the increase in remittances from Egyptians abroad, and we can add to it now a reason, which is the removal of the navigational danger from the Suez Canal and at the same time with the calm between Iran and Israel, and perhaps the sector will join in a later period, so tourism will return, or it has not been harmed in truth because the numbers say that we are in the best tourist season in the history of the Arab Republic of Egypt, to what extent does this really affect the deterioration of the dollar price, or in other words, the rise of the pound and the return of a little of its value, the price of the pound, with all due respect to this, with all due respect to this statement that believes that the dollar will lose its value, this is false talk and just rhetorical talk or dictation that they dictate

8:32 to this talk so that they appear in it through the fangs Professor Mohamed Mohie Yes, tourism is excellent, the situation will be stable, the situation will be stable, tourism revenues will rise significantly, meaning that Egyptian remittances have increased by more than 32%, this is a very excellent indicator of the future of the index. These are all indicators that there is real economic growth coming, but for you to come and talk about the dollar deteriorating, this is false. You now have three to six months ahead of you, so I expect that if the price of the dollar, you as a Minister of Finance or as a governor, if you expect the price of the dollar to deteriorate, why did you go to Europe and countries and are currently trying to obtain soft loans for five years and loans for 10

9:18 years with an interest rate of 8%, 9%, 10%? If you are confident that the price of the dollar will continue to deteriorate, why do you go and get loans of 43 billion? This means that you do not need loans. If the price of the dollar is deteriorating, you will achieve economic growth. Very strong customs in tourism, an increase in Egyptian remittances, the Egyptians also can also start pumping gas in the correct way, meaning there is a working mechanism there To him or the feasibility of real work that you need to look at until you come to talk with all due respect to this statement, the dollar will not lose its value. The dollar will begin to rise during the next few weeks, a very strong rise in global markets and not as they expect. Therefore, I expect the exchange rate, and God knows best, is possible. The

10:06 exchange rate will decline a little. Yes, the dollar will reach areas approximately 49. It is possible 48, 80, or 49. But soon, Mr. Muhammad, the dollar will recover and begin to return to areas 52. The exchange rate, therefore, I expect the exchange rate to return between 52 and the 52-54 range. They will return during the coming weeks because it is expected that there is a reality that has been issued or there are some real problems that may be issued regarding some American debt securities. Therefore, problems or geo-economic problems may occur during the end of the third quarter or after the third quarter of 2025. This will also restore the dollar’s ​​balance

10:54 again until the dollar rises strongly with the announcement by the US Federal Reserve that it will also reduce interest rates by approximately half a point during the month. Next month or the month after, if the Federal Reserve cuts interest rates, you will also resort to cutting interest rates. When you come to cut interest rates and the Federal Reserve cuts interest rates, well, now you will look for loans. You will look for loans. Can you get soft loans at 5% or 6% in exchange for a cut? This requires a dialogue. I want a very long dialogue, and I want to benefit from the minutes that will come with you. Let’s move away from the Egyptian economic file, but in other economies, the impact of what they reach will necessarily be reflected on us. Customs tariffs. Mark Carney, the

11:40 new Canadian Prime Minister, says, “We have two dreams now: either we stick to the old global economic system, or we prepare ourselves because Trump will not reach agreements with us that sufficiently take into account our interests, the national interests of the Europeans and the Canadians. So we will start with agreements.” The man speaks in a very decisive tone. He is naturally like this because he was the head of the Central Bank or the Governor of the Canadian Central Bank, and before that, the Governor of the Bank of England, the first person to hold it from outside the English. He has this tone in word and deed, signing a new framework with the European Union official in defense cooperation, digital policies, supply chains, and security. This is a clear message that Canada will not respond to Trump to the extent that he has

12:27 drawn up on this broad scale. To what extent will Canada succeed with Europe in drawing this alternative? They signed. Trump will accept this. How is the world waiting for more agreements? Or are there differences and closing markets, or at least the American market, in the face of Canadians and Europeans with high taxes or high customs? The best, Professor Muhammad, is the neighborhood of the differences between Canada and America. I mean, almost since Trump was in power, these differences have still existed. Also, the European Union has talked about the European Union wanting to depend on itself, wanting to get rid of American politicians or hegemony over the European Union. This was talked about weeks and months ago. They talked about this matter. The European Union. The differences know the republic between Canada and America.

13:14 These differences will continue. Therefore, it is expected that Canada will open a very strong door with the European Union in order to distance the hegemony of American economic policy on Canada and other than Canada, therefore, customs tariffs are not the only disputes, Mr. Muhammad Muhi, regarding Canada. Disputes with European countries may extend during the next few weeks. Trump may force some of these countries to sign these agreements, or I will come and give you a reverse package. I will come and calculate your tax. I will come and calculate your customs. You know, customs are 50 or 70 to 80%. Therefore, this is the problem of the republican tariff. Disputes still exist and will not end easily in the European Union or in Canada. Therefore, Canada may currently resort to the

14:00 European Union to open a new economic gateway away from America, although America needs Canada because it is Canada’s close neighbor. Therefore, no matter how much the disputes reach between America and Canada, I expect that there may be solutions and understandings between the two parties to reduce these customs tariffs so that both parties remain satisfied, so that Canada does not go to the arm of the European Union and Trump’s hand is twisted through this matter. Therefore, Trump’s loss to Canada, you are talking about, is a loss of approximately more than 0.8 of the gross domestic product. Therefore, Trump’s recklessness in this matter may lead to In fact, major economic problems are not only in Canada, they may extend to

14:48 Latin American countries as well, with America, during the next few weeks. Gold is at its lowest level in two weeks. What are your expectations, Mr. Mohamed Mohie? Gold and oil always rise during wars. This time, gold and oil are the opposite of gold. It is going down. I mean, currently today, gold is trading at approximately 3,000, approximately 3,300. It is still trading above the channel line or above the trend line, if we come to talk from a technical point of view, as a technical analysis. But gold at the present time, Mr. Mohamed Mohie, if there is a real important point that we must realize and study properly, if America decides to lift some of the sanctions on Iran, we may see a very strong pumping of Iranian oil in

15:33 global markets. In return, this may be negatively reflected in gold prices, and gold prices per ounce globally will fall below the 3,000 levels during the coming months. It may go below the 3,000 levels if some of the sanctions on Iran are lifted, and I expect this may happen during the coming weeks and months. We go We see bleeding or a very strong drop in gold prices globally, but always when gold prices rise, the dollar price rises and the value of the currency falls. The price of gold does not fall, it reflects upwards according to the country. It must be in the long term. What is the long term? Well, your explanation for the 75 central banks around the world buying it in

16:19 CMBC today. They monitored them by name. They do not wait for the price to fall and buy here and there. There are Arab banks, Mr. Muhammad Bahi, who raised their gold reserves by more than 15% without mentioning the names of these banks because these banks did not officially declare the Arab banks in order to avoid the legal issue. These Arab banks raised their gold reserves by more than 12%. Some countries in the Gulf region and some Arab countries raised 10%, and international banks also raised them. Saxo raised approximately 9.5% or 11.5%, half a% of their gold reserves. There is crazy buying. These banks have begun to buy gold because this precious metal, relative to the precious metal, is a metal, meaning a fixed asset that does not lose. For them, no matter how much gold moves up or down, this precious metal remains a

17:07 fixed asset for the bank. Yes, there are many points of view that the shift from the dollar to the euro and to other currencies, even the Chinese yuan. This is also for investors, not central banks, for gold. The problem with American stocks now is not in the war, not in the geopolitical tensions, not in their abundance, I mean, but the main impact on them is with regard to the customs tariffs that we were just discussing. Canada and Europe are trying to create alternatives. By the way, China and Canada have alternatives in this. Canada is working on more than one industrial axis: defense, security, technology,

17:53 industrial. Of course, this includes cars, considering they are the most prominent sector, and semiconductors. Okay, so with regard to American stocks, if the alternatives for yesterday’s allies with the Americans increase, what will happen to them? Are they really only affected by the customs tariffs? Mr. Hashem Al-Fahmawi, please. Mr. Muhammad, first of all, they are not only affected by the customs tariffs. Yes, let’s talk. Let’s talk about an indicator before we talk about an indicator. Dow Jones Dow Jones Index Professor Mohamed Mohie The Dow Jones Index is above the 43,000 areas The Dow Jones recorded historical peaks while most or all of the Arab markets did not record historical peaks as the Dow Jones recorded while the

18:39 Egyptian Stock Exchange index, the only one that recorded historical peaks, is fair to the exchange rates. There are different issues in the problem of money or the problem of monetary policy or the monetary transformation in the world during the year 2025 and the year 2026 Professor Mohamed Mohie Currently, China may resort to issuing the digital yuan and there are Arab countries that have currently begun issuing, such as the United Arab Emirates. You have the digital dirham. Work begins between local banks and central banks during the year 2000, finally before the end of the year 2025, before the end of the year, the end of this year, work begins on the digital dirham. Also, Saudi Arabia has the intention to issue the digital riyal and there is also an intention in Qatar to issue the Qatari riyal, the digital riyal. Therefore, most countries, Professor

19:26 Mohamed, change the monetary policy or something else because they want to separate from the dollar, really, so that they do not The dollar remains dominant in the world or dominant in the global economy, so most of these countries, Professor Muhammad, are going to issue... Keep the idea in sequence, don't lose it, I will cut you off for only 30 seconds. We are supposed to look at this as them escaping the dominance of the dollar, where the control of the SWIFT system is, so they replace it with throwing, and the number actually represents goods, meaning it actually has coverage, I mean, or even gold, but you are talking to me now that this will be part of the reserve calculated away from the eyes of the Americans, even though they are all allies.

20:12 Yes, Professor Muhammad Mohie, so if we come to witness the BRICS organization, the BRICS organization currently wants to issue its currency, it wants it through its own bank, so BRICS will issue a digital currency that also competes with Bitcoin, and this matter is for the first time I am talking about it on Al Sharq Channel, and I am talking exclusively to everyone about it. There will be a digital currency issued under the name BRICS, and it is affiliated with the BRICS group that competes with Bitcoin and competes with some strong currencies. Therefore, Professor Muhammad Bahee, most countries will start exporting the currency The digital currency of its country until it exits or moves away from the dominance of the dollar because some countries that link their currency to the dollar, these countries are always exposed to a great risk of movement, the decline in the value of the dollar

20:59 and the rise in the value of the dollar. This is the truth that happens, it happens and is reflected in negative indicators on the local citizen and not on the country. The country may solve its problems, but the reflection is always in the prices of goods on the local citizen. For example, the dollar, the dollar, the value of the dollar rose and the value of the country’s currency decreased. If this commodity is at 5 pounds, the commodity should become at 20 pounds and 30 pounds. Who is harmed? The affected country is not the affected country, the affected country is the consumer. Therefore, there are countries that, Professor Muhammad Muhi, have been working on the digital transformation system or the upcoming digital policy for more than eight months to a year. Therefore, it is expected that we will hear during the next few weeks or months that some Arab countries are issuing the

21:47 digital riyal, the digital dirham, or the digital dinar as an alternative currency to the dollar temporarily. This currency will be supported by the policy of the central bank of each country. Therefore, Professor Muhammad Bahi, if we see this matter, look, there are signs that have appeared on this matter. What are the signs that have appeared on this matter? If we go to the cryptocurrencies of encrypted currencies, some currencies that have a connection to 20 to 30 networks are very few currencies, not exceeding six to seven digital currencies in the market. These have very strong connection networks, such as Ethereum and Ethereum Classic. They have connection networks. Why have some Arab countries begun to resort to correspondence

22:32 or to sign agreements to benefit from digital chain systems or digital connection chains by Ethereum? Ether Classic and Litecoin, which indicates that these Arab countries or some Arab countries or some countries in East Asia and West Asia, in fact, any country has started working on this matter secretly until it shows what it has once within a year or a year and a half. This is the only way to go or get out of the dollar’s ​​dominance during the year 2026. I expect, Mr. Muhammad Muhi, that the Gulf countries in 2026 will not have a main currency link to the dollar prices because they will have a digital riyal and digital dirham operating system to compensate for some of the deficiency

23:21 and move away from the dollar’s ​​dominance and also move away from what? The movement of gold if this country issues its own digital currency, this digital currency is almost felt to have very large support, and this support, far from the dominance of the dollar, may restore activity or may work to achieve very large economic growth for the country, possibly in several sectors, not only the financial sector or the commercial sector, not the industrial sector, not the food sector, in all sectors, because I can currently, I have the digital currency, crypto, for example, I have my currency on the phone, and I can make deals away from banks, with the C-Bank system. I want to work, C-Bank takes me three to four days, or maybe two days, to do the work. Not everyone

24:08 will know, not everyone will know how to implement this, but when we go to the alternative digital currencies of the countries and the approved ones that will open on the sea here, I thank you very much for your valuable time, Mr. Hashem Al-Fahmawi, a money and business expert from the Jordanian capital, Amman. Thank you very much. Tak.