Will Be Adding Saudi Exposure to Portfolio, Rasmala's Bitcon Says

The transcript discusses the current state of Saudi bonds and oil prices, highlighting the inclusion of GCC government bonds in MBR indices. It covers investment strategies, focusing on short-duration and perpetuals due to higher oil prices. The market flow analysis reveals limited international flow, with local and real money accounts stepping in. Future bond issuances in the Gulf region are considered, with emphasis on developing local bond curves to reduce reliance on international markets.

What factors are influencing the decision to add Saudi exposure to portfolios?

How does the current oil price impact the liquidity in regional banks?

What has been the trend in international client activity in the bond market recently?

What are the expected future issuances of bonds from Gulf countries based on current market conditions?

What are the implications of developing a local bond curve for Gulf sovereigns?