Arqaam's Hussain Sees Stable Oil Price Outlook

The video discusses market positioning during periods of turmoil and transition, emphasizing the importance of understanding value and relative value. It highlights the underperformance of a specific region compared to global markets and suggests that mid-duration bonds in the region offer a defensive posture. The video also examines the potential for a comeback in regional bonds, supported by stable oil prices and lower duration compared to global markets.

What are the implications of rising oil prices on credit quality in the region?

In what ways might the underperformance of the previous year affect future market dynamics?