Rasmala Investment's Taqi on Mideast Stocks

The video discusses the impact of interest rates on equity valuations, focusing on the Saudi bank index and the decoupling of small and large caps. It highlights concerns about non-performing loans (NPLs) in Saudi banks, particularly on the corporate side. The discussion then shifts to the UAE, examining economic growth and potential investment opportunities, despite a slower growth rate.

What is one of the key factors affecting equity valuations discussed in the video?

• Interest rates

• Commodity prices

• Exchange rates

• Inflation rates

Which type of Saudi banks are more concerning according to the video?

• Retail banks

• Corporate banks

• Investment banks

• International banks

What is a significant concern for banks in the UAE as mentioned in the video?

• High inflation

• Non-performing loans

• Currency devaluation

• Political instability

What is the growth rate mentioned for the UAE in the video?

• 3%

• 0.5%

• 5%

• 1-1.5%

What is the video’s perspective on the UAE's economic mode?

• Contracting

• Stable

• Slight growth

• Expanding rapidly