Saudi Arabian Inflation Rises Sharply

The video discusses the shift from deflation to inflation in Saudi Arabia, highlighting its impact on the market and the economy. It covers the disparity between IMF and Saudi government growth figures, the momentum in the market driven by foreign investments, and the potential inclusion of Saudi stocks in the MSI index. The discussion also touches on the impact of fiscal reforms on corporate margins, emphasizing that the market has already priced in these changes.

What are the implications of the shift from deflation to inflation in Saudi Arabia?

What are the potential impacts of subsidy reforms on inflation rates in Saudi Arabia?

How do the IMF ratings compare to the official growth figures from the Saudi Arabian government?

In what ways might the market benefit from the MSCI re-rating?

What factors are contributing to the expected corporate margin squeeze in Saudi Arabia?