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Subject

Outlook for Omani debt.

Significance

Over the last two years, all three major credit rating agencies have cut Oman’s sovereign debt rating to junk status (meaning a rating below BBB-), most recently Moody’s on March 5. This has happened despite strengthening oil prices and positive internal developments, because of a growing debt load, resistance to fiscal reform and governance concerns.

Impacts

Funds forced to sell Omani bonds, due to their junk status, will buy BBB-rated sovereigns.

A pause in Omani bond issuance could raise market demand for similarly rated sovereign issues in the region, such as Bahrain.

Negatively rated oil-exporting sovereigns may speed up fiscal reforms to avoid Oman’s fate.

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