Fahd Iqbal: Credit Suisse, Head of MENA Research

The video discusses recent geopolitical tensions in the UAE and their impact on markets, emphasizing the importance of diplomatic responses. It explores the vulnerability of tourism and logistics sectors, the implications of a new corporate tax, and investment opportunities in Qatar, particularly due to the World Cup. The video also analyzes the oil market, highlighting the effects of OPEC+ decisions and supply constraints on prices.

What has been the US response to the recent attacks on the UAE?

• Diplomatic support

• Military intervention

• Economic sanctions

• No response

How is the UAE's tourism sector expected to perform in the near future?

• Gradual recovery over the next year

• No change

• Immediate full recovery

• Permanent decline

What is the potential impact of the new corporate tax in the UAE?

• Immediate economic downturn

• No impact

• Reduction in license fees

• Increase in foreign investment

What is driving the investment potential in Qatar?

• Significant CapEx plans and the World Cup

• Decreasing oil prices

• Decline in tourism

• Political instability

Why is selectivity important in the Saudi market?

• Low market liquidity

• Lack of investment opportunities

• High PE ratios

• Political instability

What is the current state of the demand-supply balance in the oil market?

• Oversupplied

• Balanced

• Undersupplied

• No change

What is a key reason for the near-term upside risk in oil prices?

• Increase in renewable energy use

• Technological advancements

• Geopolitical developments in Europe

• Decrease in global demand