Chandrasekaran: Expect GCC to Outperform

The video discusses the outlook for GCC equities, highlighting factors like oil prices, interest rates, and the USD. It analyzes the fixed income market, predicting a peak in rates and modest returns. The Saudi stock market's potential recovery is linked to liquidity, inflation, and China's reopening. The UAE faces corporate tax challenges, with strategies for market leaders. The Egyptian market struggles with currency valuation and interest rates, needing Central Bank action. Energy prices are expected to remain high due to tight oil markets and underinvestment.

What are the main themes affecting GCC equities as discussed in the text?

How does the path of the USD influence the market outlook for the next year?

What are the implications of the Bank of Japan's decisions on global financial conditions?

What factors are necessary for the Saudi market to bounce back according to the speaker?

What challenges does the UAE face in the upcoming year regarding corporate taxes?

What is the expected trend for interest rates in Egypt, and what factors contribute to this expectation?

What are the speaker's projections for oil prices in the next year?