Saudi Is One of 'Key Calls' for 2019, Shuaa Capital's Chandrasekaran Says

The video discusses the outlook for the banking sector in 2019, highlighting challenges such as liquidity events and expensive valuations. It explores market dynamics, fund management strategies, and the potential reshuffling of portfolios. The impact of a neutral interest rate environment on earnings growth is analyzed, with a focus on Saudi Arabia. The video also covers asset reallocation strategies and market performance in the Middle East, particularly in the UAE, Qatar, and Dubai.

What is the anticipated impact of a neutral interest rate environment on Saudi earnings?

What are the key reasons for the expected reshuffling of assets in the New Year?