2026: Where are the real investment opportunities?
In the GCC, especially Kuwait, reform momentum is accelerating while business-friendly regulations are supporting the business environment and job creation. The reforms reflect commitment to improved governance and digitalization across the public sector, while strengthening core public provisions such as housing, healthcare, and education to develop robust, long-term national capacity. The market has reflected this positive shift, with the Kuwait’s All Share index (PR) returning over 20.3% as of November 2025, which is significantly better than the -2.4% return for the S&P GCC Composite index, a powerful signal of confidence and liquidity. Kuwait continues to benefit from maintaining one of the lowest borrowing costs across the region.
Internationally, compelling opportunities are emerging within international real estate and private markets. Recognizing that growth cycles are often accompanied by steep volatility, these periods are precisely when strategic opportunities materialize, necessitating careful liquidity and robust risk management. We maintain a strong investment focus in the GCC region, with Kuwait continuing to be a key market.
The outlook for Kuwait remains particularly optimistic, combining economic opportunity with a deep and liquid capital market. Kuwait possesses a clear national vision featuring viable projects and active private sector engagement. Given its deep stock market, low public debt, and high lending capacity of its banks, the country is positioned to deliver solid, sustainable returns. Over the next decade, more than $120 billion is slated for investment in projects involving private sector participation, including housing ($40B), logistics ($5B), infrastructure ($7B), oil ($50B over five years), and technology. The projected expenditure is expected to have a strong multiplier effect, creating a favourable environment for the formation of new sectors and businesses.
As an investment company, Markaz stands out for its diverse yet complementary verticals and agile approach. Looking ahead to 2026, we remain optimistic about the opportunities emerging in Kuwait, across the GCC, and in international markets. While we recognize the risks inherent in the global investing landscape, we are confident in our ability to navigate them effectively and maintain a balanced, resilient approach.
To read more please click the link below:
