Iran Escalation: What It Means for Middle East Markets: BI Replay
As tensions involving Iran intensify, we will assess the implications for Middle East equity markets and sector positioning. This 60-minute session will open with a 30-minute presentation, followed by 30 minutes of live Q&A.
Bringing together Middle East Equity Strategy, Financials (Middle East and Turkey), Real Estate, and Consumer and TMT, we will evaluate how escalating regional risks are feeding through to valuations, risk premia, earnings expectations and investor positioning, and outline potential forward scenarios for markets.