Market Commentary
Reading the EGP: what a stabilising currency means for portfolio construction
22 July 2025
After two years of regime change, the EGP has entered a quieter chapter. We discuss what that means for asset-class weightings.
The EGP's adjustment cycle has matured. After two years of regime change and elevated volatility, the currency has entered a quieter chapter — one that materially changes the expected return profile across Egyptian equity, fixed income, and cash-equivalent allocations.