Sun, Apr 30, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

MENA region different from typical frontier markets

Thursday, September 05, 2013

amb
Dr. Amin El Kholy
Bailey McCann, Opalesque New York:

In 2008, Arqaam Capital was founded with the intent of serving as a boutique investment bank in frontier and emerging markets with a strong focus on the MENA region. The firm manages seven business lines including custody and treasury; asset management; corporate finance; M&A; equities; fixed income, and derivatives. Dr. Amin El Kholy, Managing Director, Asset Management, at Arqaam discussed how investors are coming to realize the unique opportunities afforded by the MENA region in a recent Opalesque TV interview.

"There is the typical story you expect to find in frontier and emerging markets in terms of the population growth and in terms of moving to more sensible monetary policies, which would lead to economic growth. In the Middle East and North Africa, government finances are very stable and very rich. Already in very large parts of the Gulf you have a developed infrastructure, so you can find more interesting opportunities," El Kholy explains. Because of this, even though the MENA region is considered emerging, it is innately more mature than other cohorts in the category.

"The region we are looking at is internally diversified, so if there are periods of oil spikes that can actually reflect favorably on the economies," he adds.

That diversification is also reflected in countries like Turkey, which are making investmen......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: Ex-Man manager combines sustainable investing with AI/ML[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Dr. Richard Bateson, quant fund manager and physicist, has recently

  2. Hedge funds holding Puerto Rico bonds are looking at a long battle[more]

    Komfie Manalo, Opalesque Asia: Hedge funds which bought Puerto Rico's distressed debt bonds are facing the prospect of a long road ahead to recover their investments as the Caribbean island is attempting to use a U.S. Congress-approved rule that allows it to exploit a bankruptcy-like proceedings

  3. Other Voices: "Winner-take-all" dynamics and hedge fund investing[more]

    A growing stream of thinking in microeconomics is the concept of "winner-take-all" dynamics. The idea seems simple. A combination of networking economics and classic economies of scale creates situations where there are just a few dominant firms or economic agents who are able to capture significant

  4. Investing - How Chipotle's comeback attracted big data robots and value investors alike[more]

    From Forbes.com: When William Ackman's ailing hedge fund Pershing Square Capital Management bet $1 billion on shares in Chipotle Mexican Grill beginning in July 2016, the stakes couldn't have been higher. Pershing Square was reeling from what would eventually be a near $4 billion loss in drugmaker V

  5. Gondor Capital sees challenges ahead for financial markets as two hedge funds post strong gains in Q1[more]

    Komfie Manalo, Opalesque Asia: Vincent Au, portfolio manager of New York-based hedge fund firm Gondor Capital Management believes that the remaining of the year would be challenging for the financial markets even as his two hedge funds maintain