每日新闻更新 - 沙特阿拉伯2030年愿景,卡塔尔经常账户盈余 The Daily Update - Saudi's Vision 2030 and Qatar's Surprise Surplus

随着沙特阿拉伯推进其2030年愿景——力图实现经济多样化,改变单一依靠石油的局面——有消息称沙特阿拉伯石油公司(Aramco)已经筛选了多家重要的投资银行来管理所谓的史上最大的IPO(2014年阿里巴巴IPO筹资250亿美元,为目前最高纪录)。有报道称,最早本周将公布后续报道,预计公开出售公司的5%。根据目前政府估值,该公司价值2万亿美元(接近当下最有价值的企业Apple的两倍)。

然而,在最终委托确定之前还有很长一段旅程,包括伦敦、纽约、香港、新加坡、东京甚至多伦多的众多证券交易所,都在竞相争取这次上市。本次IPO所筹资金将投入到制造业和旅游业,因为穆罕默德王子的首要任务是创造就业,至少一半的募集资金将用于国内投资。

同时,沙特邻国卡塔尔因为外交断交风波一直面临压力,在去年最后一个季度,出现了两年以来最高水平的国内经常项目盈余,达到GDP的5.3%。阿联酋在2016年第四季度的赤字为5%。尽管进来卡塔尔同邻国的紧张局势一直恶化,但斡旋国科威特在昨天呼吁再次进行对话,科威特元首Sheikh Sabah表示解决方案已经有所进展,称目前局势是“暂时的”。

卡塔尔的国外净资产等级为7星级,在去年我们的投资战略中属于表现最好的国家之一。我们会继续关注该地区的形势,我们很满意在该地区的投资布局。我们持有的卡塔尔债券的最低评级为A1,平均信用缓冲为4档。

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