Riyadh city. Saudi Arabia is proposing a raft of moves to boost foreign investment. AP
Riyadh city. Saudi Arabia is proposing a raft of moves to boost foreign investment. AP

Saudi non-oil economy grows to its highest so far this year



Saudi Arabia’s non-oil sector grew at its fastest pace so far this year, on the back of an upturn in output and new order growth, according to an index compiled by Emirates NBD and IHS Markit.

The seasonal headline Purchasing Managers' Index – an indication of the operational health of the non-oil private sector economy – rose to 55 in June, up from 53.2 the previous month, according to the survey.

"Firms had been anticipating this for several months, as reflected in the very strong ‘future output’ readings since February," said Emirates NBD Mena research head Khatija Haque. "It isn’t surprising then that the future output index declined sharply in June, with most firms now expecting their output to be relatively stable over the next 12 months,”

Saudi Arabia, the biggest economy in the Middle East, is on a rebound this year, buoyed by a recovery in oil prices in the first half of the year. GDP for the first quarter grew 1.2 per cent. The non-oil economy, meanwhile, grew 1.6 per cent for the same period, compared with 1.3 per cent in the previous quarter, according to government data.

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A PMI reading above 50 indicates expansion, and below indicates contraction. The Saudi reading pointed to a marked improvement in business conditions, although the figure was below the average registered when the survey began in August 2009.

Output growth accelerated in the second quarter – at the highest rate since December – noted the survey. New orders in the kingdom also improved at the fastest rate in six months for June, with business sourced from both domestic and foreign sources.

The survey noted that foreign business growth had returned for the first time since January.

Backlogs of work increased at the fastest pace in 11 months in June, reflecting higher inflows of orders and built-up capacity pressures in the non-oil sector.

In spite of the growth in orders, job creation remained essentially flat, rising only fractionally above figures registered in May. New hires remained at a rate below historical average, noted the survey.

Input price pressures faced by Saudi companies also increased at their fastest pace in four months in June,  which could be attributed to rising raw material prices and higher cost burdens.

Optimism for future growth prospects appear to have eased to a nine-month low, the survey reported, with weaker growth anticipated.

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Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

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Sharlene Teo, Pan Macmillan


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