Impact of Hawkish Fed on MENA Markets

The video discusses the impact of US Federal Reserve policies on emerging markets, particularly in the GCC region. It highlights the negative real interest rates and the need for rate hikes. The discussion extends to the social and political risks posed by the commodity boom, especially in poorer countries like Egypt. The video also covers investment flows into the GCC due to global tensions, particularly the closure of Russian markets. Finally, it examines the Dewa IPO and its implications for market sentiment and liquidity.

What implications does the US Fed's interest rate policy have on emerging markets?

How do real interest rates in the region compare to inflation rates?

What are the potential social risks associated with rising commodity prices in poorer countries?

In what ways can Egypt address its economic challenges while preserving foreign capital?

What factors contribute to the flow of capital into the GCC region?

How does the current political climate in Colombia affect foreign investment?

What are the implications of Dewa's IPO for the liquidity in the region?