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Saudi Arabia: Limits Of Generosity

by Rajeeb Pramanik, India, ASEAN, and EMEA Strategist   Arthur Budaghyan, Chief EM/China Strategist   Marko Papic, Chief Strategist  

The Kingdom faces a troika of global factors in the next 12-18 months: (1) US policy rates will be cut considerably; (2) the US dollar will depreciate significantly; and (3) crude prices will remain low.

How should investors position themselves in this market?

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BCA Research | GeoMacro Strategy

The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dynamics that drive markets.

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