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Latest articles in Kuwait
Strategy Note / Kuwait

Kuwait’s crown passes to 83-year-old successor amid fiscal challenges

Immediate succession is smooth but appointment of next Crown Prince requires......Balancing rival branches of the royal family and obtaining approval from obstructionist Parliament. Ahead are high fiscal deficits, scheduled election and end of EM ind...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 29 September 2020
Kuwait’s crown passes to 83-year-old successor amid fiscal challenges
Kuwait’s crown passes to 83-year-old successor amid fiscal challenges
Strategy Note / Global

Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform

Covid-19continues to oscillate between a source of gloom (new waves of infections even in those countries previously successful in their control of it, lasting economic damage to traditional businesses) and one of optimism (partial control of infecti...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 27 September 2020
Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform
Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform
Strategy Note / Global

Saudi and GCC: Recent oil price drop is a risk for equities (in one chart)

GCC equities (MSCI GCC) broadly tracked the 10% increase in oil price over July and August 2020. Oil price has dropped 10% since the start of September but GCC equities are flat, implying higher risk near-term......given fiscal break-even oil prices...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 13 September 2020
Saudi and GCC: Recent oil price drop is a risk for equities (in one chart)
Saudi and GCC: Recent oil price drop is a risk for equities (in one chart)
Strategy Note / Global

Bahrain-Israel: Signal on Saudi intentions is ambiguous

Bahrain's tiny size means its normalisation of ties with Israel (announced on 11 September) changes little apart from competition with freezones in the UAE for attracting Israeli firms seeking to address the GCC and regional market (with its exports...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 12 September 2020
Bahrain-Israel: Signal on Saudi intentions is ambiguous
Bahrain-Israel: Signal on Saudi intentions is ambiguous
Strategy Note / Kuwait

Kuwait: Emir (91) in hospital again, partially hands over to Crown Prince (83)

The oldest head of state in emerging markets, the Emir of Kuwait (pictured), has been admitted to hospital for the second time in the last 12 months (last in October 2019) and has handed over some roles to the Crown Prince, according to state media K...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 19 July 2020
Kuwait: Emir (91) in hospital again, partially hands over to Crown Prince (83)
Kuwait: Emir (91) in hospital again, partially hands over to Crown Prince (83)
Strategy Note / Global

GCC Wealth & Diversification: Qatar's privilege (in one chart)

Low oil prices (and output) and Covid-19 disruption drive IMF to cut 2020/21 GDP forecasts by 3ppt/ 1ppt to -7.4%/+2.6%. Slow liberalisation, duplication, regional fragmentation, high citizen wages, FX pegs hinder the GCC's structural growth. Deep so...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 14 July 2020