GCC Positioning: Rotation, Not Retreat
Three-quarters of GEM funds own GCC stocks, yet average exposure is near a five-year low. Our latest report finds managers rotating towards Saudi...
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Primer: Al Rajhi Bank (RJHI AB) - Apr 2026
Dominant Market Leader with Strong Growth: Al Rajhi Bank is the world's largest Islamic bank and a dominant force in the Saudi Arabian market,...
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MENA’s Next Phase: Structural Adoption and the Rise of Regional Anchors
Active EM managers are increasing exposure to MENA, yet the region remains structurally underallocated. Clear regional anchors are emerging as...
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MENA: From Structural Underweight to Selective Rebuild
MENA stays structurally underweight but participation is rising, led by UAE and Saudi. Real Estate and Financials drive inflows, with Emaar, Al...
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EM Fund Positioning: GCC a Key Focus for EM Investors in 2025
Record high exposure and ownership levels for active GEM funds in GCC countries, led by Saudi Arabia and the UAE. The region promises to be a key...
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