Research Unplugged: GCC Capex: Saudi Arabia’s strategic sectors enabled by resilience-led capex landscape

研报英文原文证据摘录

Research Unplugged: GCC Capex: Saudi Arabia’s strategic sectors enabled by resilience-led capex landscape

Equity Research

16 July 2026 | 1:21PM BST

Research Unplugged: GCC Capex: Saudi Arabia’s strategic sectors

enabled by resilience-led capex landscape

Sahar Islam

+44(20)7051-4935 |

sahar.islam@gs.com

Goldman Sachs International

Visit the GS Research portal to listen to the podcast > Faisal AlAzmeh, CFA

+971(4)376-3476 |

faisal.alazmeh@gs.com

With Saudi Arabia approaching the third and final phase of Vision 2030 Farouk Soussa

+44(20)7051-9349 |

(2026-30), the core investment debate is shifting from the absolute scale and farouk.soussa@gs.com

sustainability of national spending to the strategic efficiency and structural

Sunil Koul

durability of the investment initiatives. Listen in as we discuss our estimates for +44(20)7051-4931 | sunil.koul@gs.com

investments across the seven strategic sectors through 2030, with views from both Goldman Sachs International

Kazim Andacthe macro and micro sides including some key ideas to revisit to play the theme. +971(4)214-9958 |

kazim.andac@gs.com

See below for the full list of topics and speakers; approximate start times are in parentheses. Goldman Sachs International

Harsh Mehta

+971(4)376-3405 |

harsh.mehta@gs.com

Speakers: Goldman Sachs International

n Faisal AlAzmeh – Head of CEEMEA Equity Research, GIR

n Farouk Soussa – MENA Senior Economist, GIR

n Sunil Koul – Head of EM Equity Strategy, GIR

n Kazim Andac – CEEMEA Financials Research, GIR

n Harsh Mehta – MENA Real Estate, Consumer & Healthcare, GIR

Moderator:

n Sahar Islam – European Research Merchandising, GIR

n Ashwin Sharma – Head of CEEMEA Equity Sales, GBM Public

Topics:

n (0:58) Saudi spending and economic performance overview