MENA focus - Saudi Aramco attack, Egypt protests


In this featured research, we focus on the MENA region and the aftermath of the Saudi Aramco attacks.

We argue that the Aramco attack has raised insecurity risk in an unprecedented way for Saudi and the GCC, and that beyond inflows related to EM index weight increases, the fundamental investment case is weak.

We also examine the impact of protests on consensus favourite, Egypt, where the risk for President Sisi, at this stage, looks much more significant than that for investors. Overall, we would have expected Saudi equities to react much more negatively than those in Egypt. The opposite has been the case.

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