In this week’s EM Pulse the team discussed:

• Middle Eastern markets remain under-owned and under-valued with attractive opportunities ahead.
• Saudi markets lackluster performance reflects weaker oil prices and paired back government spending.
• The UAE’s economic diversification continues, now extending to AI.
• South Africa outperformance driven by gold and platinum, rather than domestic strength.

Contact us if you are interested in watching the recording of the call and its contents.