Iqbal: Neutral on KSA & Dubai Markets

The video discusses the dynamics of the oil market, focusing on production cuts and market stability, particularly in Saudi Arabia. It analyzes the Saudi Tadawul's correlation with oil prices and explores investment strategies in the Gulf, emphasizing Gulf banks and large caps. The economic outlook for Egypt is examined, highlighting challenges like the balance of payments and potential EGP devaluation. Finally, the impact of US economic indicators, such as Fed rate hikes, on Gulf economies is considered.

What is the significance of the 10,600 level on the Tadawul mentioned in the text?

What role do Gulf banks play in the investment landscape as per the discussion?

How do the expectations for the Egyptian pound (EGP) relate to the IMF program?