Arqaam's Rizk: We Like Egypt in the EM Space

The video discusses the temporary pause in the primary market due to Evergrande's situation in China and the Federal Reserve's actions. It explores the potential global impact of Evergrande, particularly on emerging markets. The video also analyzes Egypt's favorable market position compared to other emerging markets, highlighting stable inflation and FX reserves. It examines the oil market dynamics, considering factors like peak growth, the Delta variant, and supply issues. Finally, it provides a fiscal outlook for Oman and Bahrain, noting their improved positions in the GCC market.

What are the expected market conditions for October according to the text?

How does the speaker perceive the risk of contagion from Evergrande in China?

What factors are contributing to the volatility expected in October?

What is the speaker's view on the fundamentals of Egypt's economy?

How does the speaker assess the fiscal position of Oman compared to last year?