Hussain: Reached an Inflection Point for Regional Fixed Income

The video discusses the current state of Gulf bond spreads, highlighting the impact of the Delta variant, oil prices, and interest rate volatility. It advises on defensive positioning in fixed income markets, emphasizing the importance of hedging. The video also provides oil price projections for the second half of the year and compares investment opportunities in Oman and Egypt, considering factors like tourism and valuations.

What is the expected average oil price for the second half of the year, and what factors could influence it?

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What are the reasons for preferring Oman over Egypt in terms of investment recommendations?

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How might the resumption of flights to Sharm El Sheikh and Hurghada affect Egypt's economy?

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