Arqaam's Rizk on EM, MENA Bond Outlook

The video discusses the performance of emerging market indices in 2021, highlighting negative trends except for high yield indices. It examines the GCC's economic outlook, noting limited growth potential due to oil prices. Turkey's economic challenges are explored, focusing on political instability and central bank policies. The video concludes with investment strategies for Egypt and Asia, emphasizing cautious approaches due to potential market volatility.

What was the only index that managed to beat inflation in 2021?

• Treasury Index

• GCC Index

• Emerging Market Index

• High Yield Index

What is expected to be the main driver for returns in the next year?

• Currency Appreciation

• Capital Gains

• Inflation

• Coupon Income

What factor might cause pressure on the GCC markets?

• Rising Oil Prices

• Political Stability

• Buy the Rumor, Sell the News

• Decreasing Treasury Yields

What is the current stance on investment in Egypt?

• Aggressively Buying

• Cautiously Holding

• Completely Selling

• Ignoring the Market

Which region is considered to offer the most valuation opportunities?

• South America

• Africa

• Asia

• Europe