Meijer: Egypt Best Play On More Dovish Fed

The video discusses the economic and investment landscapes of Egypt, Saudi Arabia, and Qatar. It highlights Egypt's significant rate hike and currency fragility, suggesting a shift towards equities. In Saudi Arabia, the focus is on oil revenue fluctuations and consumer market opportunities, with a neutral stance on banks. Qatar faces challenges in its banking sector, with cautious optimism for future growth.

What was the unexpected rate hike by the Central Bank of Egypt?

• 1%

• 2%

• 3%

• 4%

Why are investors advised to move from T-bills to equities in Egypt?

• Higher interest rates on T-bills

• Better entry points in equities

• Lower inflation

• Stable currency

What is the current stance on Saudi stocks for the new year?

• Neutral

• Underweight

• Avoid

• Overweight

What is the expected range for oil prices according to the discussion?

• $60 to $80

• $80 to $100

• $70 to $90

• $90 to $110

Which sector in Saudi Arabia has been moved from overweight to neutral?

• Oil sector

• Technology sector

• Bank sector

• Consumer sector

What is the growth rate of the population in Saudi Arabia?

• No growth

• Single digits

• Double digits

• Triple digits

What challenge is the Qatari banking sector facing?

• Increased foreign deposits

• Rising oil prices

• Deleveraging

• High inflation