What to Expect From the Saudi Arabian Budget

The video discusses a potential shift in Saudi Arabia's economic policy from austerity to fiscal expansion, driven by stabilized oil prices. It highlights the importance of public sector wages and infrastructure investment as key areas to watch. The discussion also covers investment strategies in the Gulf region, emphasizing a bottom-up approach and cautious optimism towards Saudi consumer companies. The overall outlook for the GCC and MENA regions is positive, with a focus on banks and insurance companies due to rising interest rates.

What is the outlook for consumer companies in Saudi Arabia?

How might rising interest rates impact banks in Saudi Arabia?