Rizk: Gulf Bond Exposure Could Serve to Protect EM Debt Volatility

The video discusses market expectations regarding the Fed's rate hikes, predicting a total of four hikes in the year. It highlights the resilience of the GCC region due to improving credit quality and higher energy prices. The impact of geopolitical risks, such as attacks on the UAE, is considered minimal for now. Egypt faces economic challenges but shows potential value in its bond market. Turkey's monetary policy is critiqued for not raising rates despite high inflation, affecting investor confidence.

What factors are contributing to the resilience of the region compared to others?

How is the current account deficit in Egypt expected to change, and what are the contributing factors?

What are the expectations regarding Egypt's issuance of sukuk and green bonds this year?

What measures is the CBRT taking to bolster confidence in the local currency?

What conditions need to be met for international investors to regain confidence in Turkish credit?