Rasmala Investment Bank's Doug Bitcon on Kuwait's Currency Peg, the UAE Real Estate Market

The video discusses Kuwait's financial challenges, focusing on the Future Generations Fund and General Reserve Fund. It explores potential solutions to liquidity issues and the impact on the 2022 bond. The discussion shifts to currency speculation in the Gulf, particularly regarding the Saudi riyal and potential devaluation. Investment strategies in the Gulf are analyzed, highlighting preferences for high yield bonds over high grade bonds due to interest rate expectations. The video concludes with an examination of the UAE real estate market, emphasizing Demak 2022 and the importance of cash positions and market developments.

What are the potential options for Kuwait regarding currency devaluation?

How does the current global liquidity wave affect investment strategies in the Gulf region?

What factors contribute to the conviction on the Demak 2022 and other property bonds?