We Are Overweight Kuwait, Says Amwal's Samhouri

The transcript discusses recent market trends, focusing on profit-taking strategies and the impact of Kuwait's market entry. It highlights inflows into emerging markets, despite a temporary reduction, and emphasizes the strong fiscal position of the region. The discussion also covers the Qatar market, noting its strong performance and potential undervalued stocks, with a positive outlook on upcoming IPOs.

What is the main focus of the first section regarding market trends?

• The performance of the Qatari market

• The role of active money managers

• Profit-taking strategies and repositioning plans

• The impact of high oil prices

What is the anticipated long-term effect of Kuwait's entry into the market?

• Positive long-term market effect

• Negative impact on oil prices

• Increased market volatility

• Decrease in market inflows

What is the current trend in inflows into emerging markets?

• A complete halt in market inflows

• A significant increase in passive money

• A reduction in inflows but continued interest

• A shift towards developed markets

Which market is highlighted as one of the best performing in the world?

• Kuwait

• Saudi Arabia

• Qatar

• United Arab Emirates

What is the expectation for the Qatari market in the coming year?

• Stagnation due to high oil prices

• A decrease in stock selection

• A bearish outlook due to market saturation

• Growth due to upcoming IPOs and undervalued stocks