Turkey Bonds at Good Entry Point, Arqaam Capital Says

The video discusses the current market conditions of the Gulf Cooperation Council (GCC), focusing on Z spreads and the impact of treasury spreads on GCC debt performance. It highlights the market's preference for high-grade assets amid rising volatility and evaluates investment options, particularly in Turkey, considering potential risks such as economic slowdown and geopolitical tensions.

What concerns are raised about the current state of the GCC market?

How has the performance of GCC compared to other emerging markets in the first half of the year?

What factors are contributing to the potential pressure on oil prices according to the discussion?

Which countries are suggested as potential entry points for investment, and why?

What are the main risks associated with investing in Turkey as mentioned in the discussion?