Marcus Chenevix

MENA Analyst
+44 20 7246 7832

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Recent EMEA research

* Saudi Arabia: The GCC - Buy social change, not reform, Marcus Chenevix, 12 Dec 2017
* Turkey: Rate hike will not end vicious cycle, Marcus Chenevix, 8 Dec 2017
* Saudi Arabia: Absolutism is back, Marcus Chenevix, 6 Nov 2017
* The plagues of Egypt, Marcus Chenevix, 23 Oct 2017
* Turkey political risk 2018: Kurds, sanctions, schism and war, Marcus Chenevix, 4 Oct 2017

See all our EMEA research >>

Saudi bonds: Short-term underperformance, long-term de-rating


This is the first of our regular reports on the Middle East. Future publications will analyse the fiscal and demographic pressures that are driving far-reaching structural reform across the GCC, and finally opening up the economies and markets of the region.

The event that has most alerted investors to the changed state of play is Saudi Arabia’s record breaking sovereign debt placement. Now that the dust has settled, it is a good time to reconsider the Kingdom’s credit...

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