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Best read of the day. Very astute and thought provoking.

To add to your perspectives and to factor in recent US political events, I think a Trump GOP admin will be more aggressive in building partnerships with the ME and the ME will reciprocate more as well. I wonder if they prefer Western partnerships more than Eastern? Also, are these developments actionable in any way as an investor?

Thanks Kevin and cheers!

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As usual fair balanced and on target. Active support of the relevant middle easter nations is tougher for the USA than China. With Trump the likely president I wonder how the USA will handle all this?

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Excellent.....lots going on here, and the story of G42 illustrates all the tough issues of competition at hand and likely to be critical going forward. Forcing countries to choose sides here may not be a winning hand, as they are not included to align fully with Washington's interests. See story today about increasing Saudi China military ties, not new, but illustrating how difficult it will be for US to try and keep China, Huawei, etc out of the ME. KSA will not, for example, agree to reduce dependence on Huawei.....

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