Aramco Cuts Oil Prices From Record Highs

The video discusses global demand forecasts and their impact on oil prices, highlighting the resilience of the Middle East market. It explores market neutrality and valuations, particularly in Saudi and UAE, and considers the potential for underperformance against emerging markets. The video also examines currency movements, interest rates, and their implications for the Saudi and Qatari riyals. Finally, it evaluates the banking sector, suggesting a focus on mid-sized banks for better valuations and dividends.

What are the expectations for the performance of Saudi Arabia compared to other GCC countries?

How do rising interest rates and inflationary pressures in the US affect the Saudi riyal?

What is the current outlook for mid-sized banks in the region compared to mega-cap banks?