Beyond Bulls & Bears

The “Known Unknowns” Surrounding the Public Offering of Saudi’s Crown Jewel
Equity

The “Known Unknowns” Surrounding the Public Offering of Saudi’s Crown Jewel

Bassel Khatoun, our CIO of MENA Equities, discusses what he sees as a set of “known unknowns” that could influence the valuation of Saudi Aramco. He suggests an accurate valuation is premature, pending further clarification.

Vision 2030—Saudi’s Bold Move into the Global Financial Market
Perspectives

Vision 2030—Saudi’s Bold Move into the Global Financial Market

[Vision 2030] is a significant and bold departure from the Saudi Arabia of the past, and we need to acknowledge that it’s a vision from a young leader trying to reposition a nation in the 21st century, giving the country a chance to compete on a global level.

MENA Markets: More Than Just About Oil

MENA Markets: More Than Just About Oil

We believe emotion may have gripped the markets and driven prices lower…a recovery should be in the cards, and likely sooner rather than later.

Saudi Arabia’s Long-Term Fundamentals: Looking Beyond Oil-Price Volatility
Perspectives

Saudi Arabia’s Long-Term Fundamentals: Looking Beyond Oil-Price Volatility

Now that Saudi Arabia has become the last G20 country to open its stock market to foreign investors—albeit with restrictions—global investors have access to what we view as one of the more attractive long-term investment stories in the emerging world and an essential gateway to the biggest economy in the Middle East.

MENA Markets on the Move

MENA Markets on the Move

Qatar and UAE: Movin’ Up in the MENA Region

Qatar and UAE: Movin’ Up in the MENA Region