Mohsin: Prefer KSA Corporate Banks

The video discusses the strong market activity in emerging markets, particularly in Saudi Arabia, driven by investor interest and the strength of the dollar. It highlights the impact of the dollar on IPOs and investments, and examines the credit growth in Saudi banks, focusing on mortgages and SMEs. The discussion also covers the effects of interest rates on loan growth, with a comparison between retail and corporate sectors. Finally, it provides insights into market segmentation and earnings expectations, emphasizing the banking system's resilience amid inflationary pressures.

Discuss the expected growth rates for mortgages and corporate lending in the next few years.

What challenges are anticipated for loan growth in the context of rising dollar rates?

How do inflationary pressures affect consumers and the banking sector differently?