Sun, Jun 26, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

MENA - Frontier Markets: Misperception of Opportunity and Yields of 8%
Radio Feature 34: Amin El Kholy in conversation with Sona Blessing
 
Friday, December 02, 2011

radio Amin El Kholy is managing director, asset management at Arqaam Capital.
Prior to this he was chief investment officer and head of asset management at Shuaa Asset Management where he oversaw total AUM of USD 1.7 billion. He has also been head of asset management at the National Bank of Dubai (NBD).
Despite the Arab Spring and the political uncertainty gripping the region, in this feature he elaborates on the misperceptions associated with the opportunities and the mispricing of risk when it comes to investing in the Middle East and North Africa (MENA).

 Download this feature as MP3 (12.28 MB)

 
Listen to the complete feature
MENA - Frontier Markets: Misperception of Opportunity and Yields of 8%

Duration: 13:24 

  logo

Or listen to selected sub-features
  • Q1 - How has the investment landscape in the MENA region changed since the Arab Spring?

    Duration: 02:15 


  • Q2 - There would have been significant outflows - but has it also given rise to other investment opportunities?

    Duration: 01:00 


  • Q3 - Investment Opportunities on the radar screen?

    Duration: 01:19 


  • Q4 - Has the occurrence of the Dubai credit debacle put investors off?

    Duration: 01:15 


  • Q5 - What assets and strategies should investors be considering - time horizon and the liquidity terms they can expect?

    Duration: 01:56 


  • Q6 - Could direct access to equities in the Saudi Arabian market materialise over the next 6 months?

    Duration: 00:47 


  • Q7 - Could you elaborate on the importance of considering the macro and fundamentals playing out in the MENA region - especially given the role/price of oil… in the context of broader asset allocation?

    Duration: 04:48 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Roundup: Hedge funds shrink as liquidations outpace new launches in Q1: hedge fund news, week 27[more]

    In the week ending 17 May, 2016, HFR said hedge fund liquidations declined narrowly to begin 2016 after rising sharply to conclude 2015, as investors positioned f

  2. Europe - Hedge funds keep powder dry over big Brexit bets, Hedge funds sense profit in Europe shock waves after Brexit vote, Soros warns Brexit may cause pound plunge worse than Black Wednesday, After Brexit: What will happen if Britain votes to leave the UK?[more]

    Hedge funds keep powder dry over big Brexit bets From FT.com: Hedge funds are shying away from big bets on Brexit, with many unwilling to risk further losses having already suffered a painful first half of the year. With the outcome of a UK vote on the country’s membership of the Europea

  3. News Briefs - ’Flash Boys’ get green light to launch stock exchange, Pimco says ‘storm is brewing’ in U.S. commercial real estate, Bankers get ready to rumble at Hedge Fund Fight Night, AIMA Australia celebrates 15th anniversary[more]

    ’Flash Boys’ get green light to launch stock exchange In an investing environment ruled by fast, the newest U.S. public stock exchange is banking on slow. Well, slower. IEX Group, which won Securities and Exchange Commission approval on Friday to go head-to-head with the New York Stock E

  4. Blackstone buys minority stake in New York-based credit hedge fund Marathon[more]

    Benedicte Gravrand, Opalesque Geneva: Blackstone Strategic Capital Holdings Fund, a vehicle managed by Blackstone Alternative Asset Management (BAAM), has acquired a passive, minority interest in Marathon Asset Management, for an undisclosed sum. Based in New York,

  5. Global markets fell, hedge funds gain in mid-June on Brexit, Fed rate concerns[more]

    Komfie Manalo, Opalesque Asia: Global financial markets declined through mid-June, as uncertainty associated with the upcoming Brexit referendum and expected U.S. Fed interest rate hike contributed to increases in volatility across asset classes, data provider