Arqaam Capital Slowly Tweaking 'Big Overweight' Position on Saudi Stocks

The transcript discusses the valuation of Saudi and Dubai markets, highlighting concerns about Saudi's growth outlook and the attractiveness of Dubai as an alternative. It explores investment strategies, market rotations, and the influence of economic and political factors on market flows. The impact of foreign ownership limits on market dynamics is also analyzed, with a focus on specific stocks and their valuation.

How have investor sentiments influenced the positioning in the Saudi market?

What are the concerns regarding the Saudi market's growth outlook?

What factors are contributing to the inflow from Saudi to Dubai?

Discuss the implications of foreign ownership limits on major stocks in the index.

What is the current valuation perspective on the FAP stock compared to its peers?