Middle East Markets: a Look Ahead to 2H of 2016

The video discusses the impact of Brexit on the Middle East, highlighting potential trade agreements between the UK and GCC. It analyzes the oil market, predicting stable prices despite Brexit. Investment strategies in a low oil price environment are explored, emphasizing a bottom-up approach. The video also evaluates Saudi Arabia's Vision 2030, noting skepticism but acknowledging potential positive outcomes.

What is one potential positive outcome of Brexit for the GCC mentioned in the video?

• More stringent immigration policies

• Higher oil prices

• A free trade agreement with the UK

• Increased tourism from the UK

How does the speaker view the impact of Brexit on the global oil supply and demand balance?

• It will lead to a significant oversupply

• It will have minimal impact due to the UK's small GDP share

• It will cause a major demand increase

• It will stabilize the oil market

What is the speaker's oil price prediction for the end of 2016?

• $70-$75

• $60 and above

• $50-$55

• $40-$45

What is the speaker's main concern about Saudi Arabia's Vision 2030?

• It is too reliant on foreign investment

• It may not achieve all its objectives

• It lacks ambition

• It focuses too much on oil

What investment strategy does the speaker suggest for Saudi Arabia?

• Prioritize real estate investments

• Adopt a bottom-up approach

• Invest in government bonds

• Focus on large conglomerates