Meijer: Emaar Development is the Perfect Beta Play

The transcript discusses the bullish outlook on Emaar Development, highlighting its sales growth and market potential despite oversupply concerns. It covers portfolio recalibration with a focus on Emaar and Kuwaiti banks, driven by new mortgage laws. Insights into the Saudi market emphasize the banking sector's growth and petrochemical opportunities. The discussion also touches on cross-border banking deals in the Gulf and potential market consolidation, with a focus on oil prices and economic strategies.

How has the pandemic influenced the real estate market in Dubai according to the text?

What are the implications of the new mortgage law in Kuwait for the banking sector?

Discuss the potential for consolidation in the banking sector as mentioned in the text.