EM Insight: MSCI to Upgrade Kuwait to EM in 1H of 2020

The video discusses Kuwait's upcoming inclusion in the MSCI Emerging Markets Index, highlighting its impact on both frontier and emerging markets. It explains how the market has already priced in this event, leading to significant gains for Kuwait. The video also covers the implications for other regional markets like Saudi Arabia and Qatar. Additionally, it analyzes Aramco's current market valuation and the potential opportunities and challenges it faces following its inclusion in major indices.

What is the significance of Kuwait joining the MSCI EM index next year?

What challenges do investors face in finding returns in the current market conditions?

How does the expected percentage of Kuwait in the MSCI EM index compare to its previous weight in the Frontier Markets Index?

What were the expected inflows from Kuwait's inclusion in the MSCI EM index?

Discuss the implications of the valuation gap for investors in the context of the recent market changes.