Blogs

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Capital Market

Estimating Corporate CapEx in Saudi Arabia

July 21, 2020

How has Covid-19 impacted Capex Utilization by Saudi Corporates in 2020 and the outlook for 2021?

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Capital Market

Defensive sectors in GCC-A great bet in today’s times

July 20, 2020

The 2020 stock market crash has impacted the sectors of the GCC economy in different ways. Which sectors have fallen the most during this crash? Which sectors made the most gains?

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Capital Market

How has liquidity in Saudi Tadawul fared during COVID-19?

July 14, 2020

How has liquidity in Saudi stock changed in the light of COVID-19?What factors have driven market liquidity?

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Capital Market

COVID-19 brings to the fore GCC’s Fiscal Vulnerability

July 12, 2020

What makes GCC’s fiscal position vulnerable? How have COVID-19 and the measures to contain its spread heightened the fiscal challenges faced by the GCC?

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Capital Market

COVID-19 may force GCC companies to cut dividend payout

July 09, 2020

Many GCC stock indices have high dividend payout ratios of greater than 50%.Speculation of dividend cuts triggered a sellof in Kuwaiti banks.

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Economy

COVID-19: GCC has mostly resorted to monetary measures

July 07, 2020

Amid COVID-19 GCC has mostly resorted to monetary measures to contain the virus. Strained budgetary position has led to smaller size of stimulus measures.

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Capital Market

Estimating future returns for Saudi Arabia Stock Market

July 05, 2020

The lack of future return expectations for the Tadawul index has been a hurdle for investors willing to consider Saudi stock market in their portfolio.

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Capital Market

10 million and counting: COVID -19 breaches a grim milestone

July 02, 2020

With Global COVID-19 cases exceeding higher than 10 million, how have markets reacted to it? what kind re-opening strategies are being followed by countries?

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Economy

Saudi Arabia’s move towards a cash less economy propelled by COVID-19

June 29, 2020

Will enforcement of social distancing be a near-term growth driver for cashless payments in Saudi Arabia? The ratio of POS transactions to ATM withdrawals in Saudi suggests so.

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Technology

Edtech – It’s Promise and Future

June 25, 2020

The EdTech industry is transforming traditional learning methods by blending digital capabilities and the widespread penetration of digital devices within the general population. Within the Mena region too, deals rose significantly and there is much investment interest in terms of PE and VC funding.

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Capital Market

Kuwait Sector Indices: Comparison of declines due to COVID-19 and 2014-16 Oil Price Crash

June 17, 2020

While some sectors in Kuwait like airlines came to an absolute standstill, some sectors like technology stand to gain from the lockdown. How has this reflected in their equity performance?

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Capital Market

Fund houses revise their long-term capital market expectations - What has changed?

June 14, 2020

The economic disruption caused by COVID19 has changed the landscape for financial and real assets, causing Global fund houses to revise their long-term Capital market expectations.

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Business Sector

Will COVID-19 reduce the appetite for renewable energy projects in the GCC?

June 10, 2020

Global investments towards renewable energy has been resilient despite COVID-19, suggesting that they could be the way forward

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Capital Market

Implications of COVID-19 on GCC Asset Classes

June 08, 2020

What drives the performance of the asset classes in the light of COVID19 and lower oil prices? How has the impact been thus far?

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Capital Market

How to improve the Secondary Market for Sukuk Bonds

June 07, 2020

Prevalence of buy-and-hold culture perpetuated by scarcity of sukuk issues had led to dearth of liquidity in secondary markets.

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Capital Market

Impact of Covid-19 on GCC REITs

June 07, 2020

What has caused many investors to dump GCC REITs, many of which trade at 52 week lows? UAE and Saudi listed REITs worst affected. Did Covid-19 excarcebate the already struggling REITs, particlularly in UAE? What is the scope for their recovery?

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Capital Market

Impact of Oil Price Volatility on GCC economies, markets and businesses

May 17, 2020

The recent collapse in oil prices caused by demand destruction on account of COVID -19 was exacerbated by the OPEC+ disagreement

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Capital Market

GCC Governments should tap the idea of perpetual bonds

May 14, 2020

To cushion the impact caused by the twin shock of COVID-19 and low oil prices, GCC governments need to act fast and consider massive measures to alleviate economic pain and steer it in the path of recovery.

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Business Sector

COVID-19’s direct and indirect impact on GCC banking sector

May 11, 2020

Covid-19 impact on GCC Banks: Disruption in operations, rising non-performing loans could result in earnings shock, are capital buffers adequate to absorb the losses?

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Capital Market

GCC fiscal deficits and financing post COVID-19

May 07, 2020

On an overall basis, GCC economy is expected to contract by 2.7 percent in 2020. Due to lower oil income receipts and increasing expenditures to combat the covid-19 pandemic, fiscal deficit for GCC is expected to be at 10.4 percent of GDP.

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Capital Market

In the COVID-19 crisis, who are the few global winners amidst plenty of losers?

April 19, 2020

The COVID-19 outbreak has led to a severe economic downturn and has affected numerous sectors of the economy. Amazon, Netflix, Zoom among others emerge as winners from the COVID crisis.

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