Mohsin: Selective Across Saudi Banks

The video discusses the current state of Middle Eastern banks, focusing on the impact of rate hikes and economic conditions. It highlights opportunities in the banking sector, particularly in Saudi and UAE banks, due to not fully priced-in rate cycles. The discussion covers net interest margins, lending trends, and retail loan dynamics, emphasizing the strong economic backdrop in the Gulf region. The video also explores investor perspectives, foreign ownership levels, and the valuation of Middle Eastern banks compared to emerging markets.

How does the current economic momentum in the Gulf affect the banking sector?

What trends are observed in loan growth and mortgage approvals in Saudi Arabia?

What are the key concerns of institutional investors regarding Middle Eastern banks?