Saudi revisited: Pilgrims back for Hajj, might investors return too?
Pilgrims back in Saudi to perform Hajj, a reminder of religious tourism sector's potential. Might investors revisit too?
Saudi PE back to 5-year average, sovereign finances stabilised, corporate and consumer confidence high, US detente
But reliance on oil revenue, youth unemployment, low productivity remain; so, top-down, still mainly a play on oil price

Strategy & Head of Equity Research @ Tellimer Research
