Saudi Market Will Not Correct After MSCI Inclusion, Says Fim Partner’s CEO

The video discusses the upcoming inclusion in the Saudi market, highlighting that the expected selling may not be as significant as anticipated. It compares Saudi's market dynamics with other countries and emphasizes the unique factors affecting it, such as recent events and government involvement. The focus shifts to the Saudi consumer, suggesting potential investment opportunities in consumer-related sectors. The discussion also covers market flows, noting that banks and petrochemicals are the main beneficiaries, but suggests exploring other industries due to early signs of consumer recovery.

What makes the Saudi market different from other markets like UAE and Qatar?

• It has fewer government-related entities.

• It was previously closed to foreign investors.

• It has a higher number of foreign investors.

• It has a more stable economy.

Which sectors are highlighted as having potential in the Saudi market?

• Automotive and Manufacturing

• Technology and Healthcare

• Consumer services and Retail

• Real Estate and Construction

What is the current state of foreign investment flows into the Saudi market?

• They are at an all-time high.

• They are very low compared to expectations.

• They are stable and consistent.

• They are decreasing rapidly.

Why is the Saudi consumer sector considered to be in early recovery?

• Due to a decrease in VAT.

• Because of increased government spending.

• Because of improved point of sales and cash withdrawal figures.

• Due to a rise in oil prices.

What is the expected impact of the MSC event on Saudi market flows?

• It will decrease foreign investment.

• It will have no impact.

• It will significantly increase both passive and active flows.

• It will only affect local investments.