s***y
发帖数: 357 | 1 We have the majority of our CEEMEA team in Dubai this week, participating in
our MENA Investor Conference. As one might expect, Egypt has been a main
source of discussion and our team has gained valuable insight from those on
the ground as a result. They have highlighted some main points:
• This level of widespread unrest in Egypt was not expected despite
the Tunisian government collapse. The extent of revolt has been a bit of a
surprise on the street here.
• Today is the first day that the Muslim Brotherhood has
participated in protests; up till now the protests have widely consisted of
disparate opposition groups and the "man in the street." Police out in force
today using tear gas to disperse protestors across the country..has been
slightly but not wildly violent.
• A major question is whether or not the military continue to back
Mubarak as one can only lead Egypt with the support of the military. Thus
far, only police not military has been on streets. Interestingly, there have
been reports the the police disobeyed orders to quell protests in
Alexandria earlier today.
• Military imposed a curfew from 6pm with the order that anybody on
the streets after that time would be shot. This order has widely been
ignored (it is now 7pm in Egypt) and we continue to see fires rage with no
emergency services in sight. The army has begun to open fire on protestors.
Protestors have set the NDP (ruling party) head quarters on fire.
• What to watch: Mubarak speech around 10pm Egypt time tonite (3pm
EST) - Will be the first we have heard from him since these protests
errupted. Big question: is it realistic to expect someone who has been in
power 30 years to step down (as we saw in Tunisia)?
• Others countries of worry: Jordan - thousands protesting today (
so far we have now seen anti-government protests in Jordan, Tunisia, Egypt
and Lebanon in January) With regards to UAE/QATAR/SAUDI - no worries here
on this front - worries over Saudi succession is a very different story. |
|
