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

Categorized in : Company News

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

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

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

Now they've opened up to QFI, they don't want international capital to enter through a different route.

Sachin Mohindra

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