EMEA: No relief for Saudi Arabia

  • Between Houthi attacks and Iranian intrigue, MBS is under huge pressure to respond.
  • The war in Yemen will intensify, while Iran prepares to strike at random intervals in different ways and places.
  • Some welcome rebalancing in the domestic economy remains dependent on fiscal expansion.
  • MBS is going to need new capital to spend: investors should be wary of any Aramco share offering and other such funding rounds.
  • On equity portfolio strategy, rotate into real estate.

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05 Apr 2019

Russia: Labour fix

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