每日新闻更新 - 卡塔尔和美国签署备忘录 The Daily Update - Qatar and US sign memorandum

昨天卡塔尔迎来了好消息:经过超过5周的外交断交风波,4000头奶牛的第一批空运落地。另外更重要的是,昨天卡塔尔债券收益率增加了2.8%,美国国务卿Rex Tillerson在多哈评论说卡塔尔的立场“非常合理”,并签署备忘录联合打击恐怖主义和恐怖主义融资。随着卡塔尔针对最重要的问题继续做出明智的让步,这对发起断交风波的国家再度施压。

昨天卡塔尔代表和科威特调解人员进行了会面,预计Tillerson今天将在吉达会面沙特国王萨勒曼,同行前往的还有来自巴林、埃及、沙特和阿联酋的外长。彻底的解决方案还需要付出更多时间,没有人期望眼下会立即取得成功。首先,同美国达成的协议对颇具影响力和争议的半岛电视台没有任何影响。第二,它显然不取消对加沙地带的干预;昨天卡塔尔一份声明确认,他们继续支持哈马斯控制地区的发展和重建项目。然而,随着这些发展以及Tillerson和伦敦市长Boris Johnson等人的从中调解,合理的解决方案正在开始形成雏形。

最近该地区债券收益提升,现在按照平均年收益率进行交易,根据我们的模型,该地区的债券拥有非常高的相对价格,这一来自全球人均GDP最高的国家的债券评级为Aa3。例如,卡塔尔2046年到期的债券收益率为4.5%,这比同为Aa3评级但收益率略低的比利时2047年到期债券高出2.4倍。卡塔尔的潜在基本面,其对断交事件的限制性参与,有益于各方的解决放哪,以及日益增加的国际调解支持,进一步提高了我们在该地区的信心。

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