Oil prices will continue to hold sway over investor sentiment over the next few months. Consequently, we expect sentiment to remain subdued with a negative bias in the first half. Sachin Mohindra More Quotes by Sachin Mohindra More Quotes From Sachin Mohindra Some stocks have been pressured by aggressive, redemption-driven selling flows after oil prices fell, and this correction offers medium- to long-term investors the opportunity to increase their exposure to fundamentally robust companies. Sachin Mohindra company-news Whilst valuations in Saudi Arabia in particular have fallen over a period of several months, we remain cautious and extremely selective, the Saudi economy is undergoing structural changes as The Saudi economy adjusts to a period of low oil prices, which means that the risk premiums used to value stocks need to be further adjusted, particularly in certain sectors. Sachin Mohindra company-news The regulator in Saudi is getting more active. From a medium- to long-term perspective, this is a regulatory step in the right direction. Sachin Mohindra company-news Now they've opened up to QFI, they don't want international capital to enter through a different route. Sachin Mohindra company-news The recent market correction brought down valuations of a number of well-managed companies to attractive levels, especially considering underlying earnings growth, this makes us optimistic about the prospects of GCC equity markets in 2015. Sachin Mohindra company-news
