Conference call on oil, politics & debt in the Gulf States - including impact of attacks on Saudi

GULF COUNTRIES - Report 25 Sep 2019 by Rory Fyfe and Justin Alexander

The recent attack on Saudi Arabia's oilfields brings into focus the risks and opportunities of investment in the GCC countries. With the inclusion of all six GCC countries in the JP Morgan EMBI Indices and four of them in the MSCI Emerging Markets Index, there is surging interest in the region, and although oil prices remain the primary driver of the region overall, there are many issues to consider. Where is geopolitical conflict in the region most likely to impact growth and revenue? What are the key trends in policymaking and governance? What are the relevant differences between the six states? And more specifically, how will the recent attack on the Saudi oil facilities impact regional fixed income and equity markets? ​

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