Mideast Markets Have Always Priced in Geopolitical Risks: Credit Suisse

The video discusses the pricing of geopolitical risk in GCC assets, particularly focusing on Saudi Arabia. It examines the impact of sovereign credit rating changes on the market and funding costs. The performance and expectations of Saudi banks are analyzed, highlighting the influence of interest rates. The video also reviews the Saudi corporate sector, noting the state of corporate profits and market valuation, with a focus on the consumer sector.

What is the primary focus of investors when considering potential de-escalation in the Middle East?

• Egypt

• Saudi Arabia

• Turkey

• Iran

How have sovereign credit rating agencies responded to new geopolitical risks?

• Ignored geopolitical risks

• Maintained current ratings

• Downgraded sovereign ratings

• Upgraded sovereign ratings

What is the general expectation for Saudi banks' performance given the current interest rates?

• High growth expectations

• Moderate growth expectations

• Low growth expectations

• No growth expectations

Which sector in Saudi Arabia is considered to have potential for recovery despite uninspiring results?

• Healthcare

• Energy

• Consumer

• Technology

What is the current sentiment regarding the attractiveness of Saudi market valuations?

• Moderately attractive

• Highly attractive

• Not attractive

• Extremely unattractive