DIWAN

Studies & Intelligence

Intelligence with context. Foresight that shapes decisions. The DIWAN register publishes commissioned studies, briefings, and market intelligence across sectors and jurisdictions.

Briefings room Membership

StreamsAll Trade & Capital 48 Law & Regulation 22 Country Files 181 Demand & Buyers 38 Platforms & Growth 154 Brand & Positioning 2 Commodities 21 Business 43 Technology 159 Cyber Security 3

GeographyAll

United Arab Emirates 22

Antigua and Barbuda 1

Bosnia and Herzegovina 1

Brazil 1

British Virgin Islands 1

Central African Republic 1

Hong Kong SAR, China 1

Korea, Dem. People's Rep. 1

Northern Mariana Islands 1

Sint Maarten (Dutch part) 1

St. Kitts and Nevis 1

St. Lucia 1

St. Martin (French part) 1

St. Vincent and the Grenadines 1

Sudan 1

Suriname 1

Sweden 1

Syrian Arab Republic 1

Trinidad and Tobago 1

Tunisia 1

Turkey 1

Turkmenistan 1

Turks and Caicos Islands 1

Virgin Islands (U.S.) 1

West Bank and Gaza 1

Yemen, Rep. 1

Zambia 1

Commodities

4 of 196 items

Photo · Hush Naidoo Jade Photography / Unsplash

CMD-DIWAN-009Feasibility

FORFAIT · 30 JUL 2026

The GCC Healthcare Gold Rush: Private Capital, Mandatory Insurance and the Provider Gap

Six-system benchmark, four mandate engines, a 2030 bed-gap model and a capital playbook for the most oversubscribed sector in the Gulf

Every GCC state has now switched on, or is arming, a mandatory health-insurance engine — Abu Dhabi (2006), Dubai (2014), the Northern Emirates (2025), Kuwait (2025), Oman (phasing), Saudi Arabia (13.2m private lives and doubling premiums to 2030) — while the region operates 1.3–2.3 hospital beds per 1,000 people against Germany's 7.8 and the OECD's 4.3. This study benchmarks the four buyer markets against Germany and Singapore, sizes the provider gap to 2030 (Saudi estimates alone range 8,500–27,000 beds), maps the private-capital wave (PureHealth's $3.5bn of European acquisitions, the $1bn Aster GCC buyout, three Saudi IPOs 64–119× oversubscribed), prices greenfield-versus-acquisition entry, and stress-tests the one risk the gold-rush narrative underweights: reimbursement.

US$159bnGCC HEALTH SPEND BY 2029 (ALPEN CAPITAL, 7.8% CAGR)

8,500–27,000RANGE OF ESTIMATES FOR EXTRA SAUDI BEDS NEEDED BY ~2030

119×INSTITUTIONAL OVERSUBSCRIPTION, FAKEEH CARE IPO (2024)

Members

20 min$149Read →

Photo · Veli Yunus Ünal / Unsplash

CMD-DIWAN-005Feasibility

FORFAIT · 24 JUL 2026

The Quiet Diversification Scorecard: Gulf Non-Oil Exports 2026

UAE, Saudi Arabia, Oman, Bahrain and Qatar measured against the Malaysia standard — what is genuinely scaling, what is statistical noise, and where the investable core sits

2025 delivered record non-oil export headlines across the Gulf — but decomposition shows the UAE's +45.5% is gold-inflated and Saudi Arabia's +18.9% masks a −0.1% fall in domestic-origin shipments. Benchmarked against Malaysia (86.4% manufactured exports; ECI #27 vs UAE #35, Saudi #60, Qatar #83), the genuine convergence is concentrated in petrochemical derivatives and aluminium, both stress-tested by the 2026 Hormuz closure. The study ranks the four scaling sectors and closes with a ranked investable shortlist: downstream polymer conversion, aluminium recycling/rolled products, outside-strait logistics, and selective agri-food platforms.

AED 813.8bnUAE NATIONAL NON-OIL EXPORTS, 2025 — RECORD, +45.5% YOY (GOLD-INFLATED); THE 2031 TARGET HIT FIVE YEARS EARLY

−0.1%SAUDI DOMESTIC-ORIGIN NON-OIL EXPORT GROWTH, 2025 — THE HEADLINE +18.9% WAS RE-EXPORT-DRIVEN

86.4%MALAYSIA'S MANUFACTURED SHARE OF EXPORTS, 2025 — THE BENCHMARK NO GULF STATE APPROACHES

Members

20 min$149Read →

Photo · Darcey Beau / Unsplash

CMD-DIWAN-002Feasibility

FORFAIT · 22 JUL 2026

Golden Visas and Beyond: The GCC Residency Economy in 2026

Benchmarking the UAE, Saudi and Qatar residency products against a closing West — and sizing the property, schooling, insurance and advisory economy they feed

Between October 2023 and February 2026 the investment-migration market inverted: Europe withdrew supply while the Gulf productized it. This study benchmarks five class-matched residency products, quantifies the residency-linked economy anchored by Dubai's AED 917bn property year, and maps the 12–24 month regulatory outlook and advisory funnel.

+9,800PROJECTED NET MILLIONAIRE INFLOW TO THE UAE IN 2025 — THE WORLD'S LARGEST (HENLEY & PARTNERS)

AED 917bnDUBAI REAL-ESTATE TRANSACTION VALUE IN 2025 ACROSS 270,000+ DEALS (DLD, VIA ZAWYA)

US$200kQATAR'S NEW PROPERTY-RESIDENCY FLOOR, ANNOUNCED OCTOBER 2025 — THE GCC'S CHEAPEST TICKET (IMI DAILY)

Open

14 min$149Read →

Photo · Jeffrey Eisen / Unsplash

CMD-DIWAN-010Masterplan

FORFAIT · 19 JUL 2026

Feeding the Gulf: The Food-Security Investment Map 2026–2030

Where sovereign capital is pulling private money — UAE, Saudi Arabia and Qatar benchmarked against the Netherlands and Israel, and the four-segment stack priced

Gulf food-security capital has moved upstream: over US$7 billion of verified sovereign and state-linked deals since 2020 now target the grain trade itself, while domestic production consolidates around what survives the desert P&L. This study benchmarks the UAE, Saudi Arabia and Qatar against their two explicit reference systems — the Netherlands and Israel — then prices the four-segment investable stack: greenhouse-first controlled-environment agriculture, sovereign-anchored aquaculture, cash-yielding cold chain, and alternative proteins as a regulatory call option under Abu Dhabi's 2025 halal-integrated novel-food framework. It closes with the four co-investment structures that repeat across every disclosed transaction, and a candid risk register.

US$7bn+VERIFIED SOVEREIGN & STATE-LINKED AGRI-FOOD COMMITMENTS SINCE 2020

>90%SHARE OF UAE FOOD SUPPLY THAT IS IMPORTED

US$23.7BMEA COLD-CHAIN MARKET BY 2034 (FROM US$13.1B IN 2025)

Members

28 min$149Read →

Studies & Intelligence

Commodities

The GCC Healthcare Gold Rush: Private Capital, Mandatory Insurance and the Provider Gap

The Quiet Diversification Scorecard: Gulf Non-Oil Exports 2026

Golden Visas and Beyond: The GCC Residency Economy in 2026

Feeding the Gulf: The Food-Security Investment Map 2026–2030

Highlights

UAE Federal Regulatory Watch — The Enforcement Turn (Q4 2026)

Powering 87 Million: The Investable Electricity Model for DR Congo

Macao SAR, China: A Forward-Looking Economic Study for 2026

Monthly dossiers