Chandrasekaran: We Remain Overweight on Qatar

The video discusses Qatar's market performance, highlighting its underperformance and potential growth due to high energy prices and infrastructure projects. It also covers the under-ownership of GCC stock markets, with expected inflows into Saudi Arabia and UAE. The impact of interest rates on portfolios is analyzed, with a focus on short durations and US bonds. Economic challenges in Turkey and Egypt are explored, including inflation and currency issues. Finally, the Dewa IPO and its implications for market inclusion and dividends are discussed.

How does the unorthodox monetary policy in Turkey affect its bonds?

What is the current inflation situation in Egypt and its implications?

What are the expectations for inflation in Egypt in the coming months?