Saudi Arabia Vision 2030 A 10 Year Assessment

Saudi Arabia's Vision 2030 has reached its halfway point, successfully broadening the economy while pivoting toward more disciplined, high-ROI state-led infrastructure projects. The Kingdom now offers a more investable profile for EM portfolios through deeper capital markets and reformed labour policies.

Key Takeaways

• 1.Vision 2030 has successfully diversified the economy, with non-oil GDP now exceeding half of total output.
• 2.The program is entering a 'delivery phase' focused on high-ROI strategic sectors like AI, data centers, and renewable energy.
• 3.Market accessibility has reached a turning point with the elimination of the QFI framework, though foreign ownership limits remain a key constraint for scale.

Table of Contents

• Executive summary
• Vision 2030: passing the halfway marker
• 1. The 10-year macro arc
• 2. What has worked
• 3. What hasn't
• 4. Vision 2030 enters its second decade
• 5. Current state and resilience
• 6. Equity and debt market lens
• 7. Outlook and next steps

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