Marcus Chenevix

MENA Analyst
+44 20 7246 7832

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Recent EMEA research

* Saudi Arabia: Crippled by Kafala, Marcus Chenevix, 1 Aug 2017
* Qatar crisis: The GCC broken in two, Marcus Chenevix, 11 Jul 2017
* Turkey: Good growth in 2017, Marcus Chenevix, 27 Jun 2017
* Qatar cut off, Marcus Chenevix, 5 Jun 2017
* Saudi Arabia: Fatigue and blockage, Marcus Chenevix, 22 May 2017

See all our EMEA research >>

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

Overview

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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