Very Strong Overweight Position on UAE Banks: Arqaam Capital

The video discusses the impact of economic growth slowdown and trade tensions on margins, particularly in the petrochemical sector, with a focus on SABIC's role in the Saudi economy. It highlights the challenges of overcapacity and energy price reforms. The earnings season shows mixed results, with some sectors like healthcare rebounding, while others like consumer goods are softer. The UAE real estate market is experiencing a rally despite economic concerns, driven by changes in foreign ownership limits. Investment strategies are analyzed, comparing Saudi and Dubai markets, with a focus on sector-specific plays.

What is the overall sentiment regarding the real estate sector in the UAE despite economic concerns?

What changes in foreign ownership limits were discussed in relation to the UAE market?

How does the price earnings ratio between Saudi Arabia and Dubai affect investment decisions?