Arqaam Capital's Rizk: GCC Outperformed EM Economies

The video discusses the GCC's market position, the impact of oil prices on the bond market, and issuance trends in the GCC and Turkey. It highlights Turkey's economic challenges, including inflation and political pressure, and Egypt's stabilization efforts supported by the IMF. The video also examines the potential impact of the Fed's interest rate decisions on emerging markets, predicting a recession and a peak in the dollar.

What are the potential implications of the Fed's decisions on the GCC markets going into next year?

How might the reopening of China affect emerging markets and their economic outlook?

What factors are influencing the issuance of bonds in the GCC region for the upcoming year?

Discuss the significance of oil prices on the issuance of bonds in the GCC.

What are the challenges faced by Turkey's economy, and how might the recent capital injection impact it?

How is Egypt's economic situation expected to evolve in 2023, considering the current measures being taken?

What is the base case for interest rates, and how might it affect emerging markets?