Kuwaiti Banks Favored, EFG-Hermes' Sanchez-Cabezudo Says

The video discusses market trends in Saudi Arabia, focusing on banking sector valuations and potential growth areas like mortgages. It examines the impact of foreign ownership limits on money flow in the region, particularly in Qatar and the UAE. The economic recovery in Egypt is analyzed, highlighting low leverage and potential for loan growth. The video also covers provisioning and credit quality in the banking sector, with a focus on Qatar and Kuwait, and the potential impact of MSCI inclusion on these markets.

What are the expectations for provisioning in the banking sector and why is it considered volatile?

What factors are influencing the credit quality dynamics in the banking sector?