Rasmala Investment's Taqi on Mideast Stocks

The video discusses the impact of interest rates on equity valuations, focusing on the Saudi bank index and the decoupling of small and large caps. It highlights concerns about non-performing loans (NPLs) in Saudi banks, particularly on the corporate side. The discussion then shifts to the UAE, examining economic growth and potential investment opportunities, despite a slower growth rate.

What are the key factors influencing equity valuations mentioned in the text?

How has the Saudi bank index been affected by recent market trends?

What concerns are raised regarding the corporate side of banking in Saudi Arabia?

What is the current economic growth rate in the UAE as discussed in the text?

What opportunities are suggested for investors in the mid and small cap names?