Arqaam Capital's Meijer: U.A.E. Consolidation Picking Up

The transcript discusses the dynamics of bank mergers in the UAE, focusing on the potential merger between ADB and UNB. It highlights the market share implications, efficiency gains, and systemic risks associated with such mergers. The discussion also covers the economic impact of bad loans and the challenges banks face in maintaining profitability amidst rising funding costs and regulatory requirements.

What are the potential challenges faced by banks in the UAE regarding profitability?

Analyze the impact of oil prices on bank performance and shareholder satisfaction.

What are the systemic issues that could arise if consolidation trends do not occur in the banking industry?