Sat, Feb 28, 2015
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. Investing - Seth Klarman of Baupost outlines his investment process as major stock market indices are stretched, Myriad hedge fund sold bulk of its Alibaba stake last year[more]

    Seth Klarman of Baupost outlines his investment process as major stock market indices are stretched From Valuewalk.com: As hedge fund manager Seth Klarman, leader of the $28 billion Baupost Group, reviews 2014 performance and considers investors gained near 7 percent on the year, he cons

  2. Adamas Asset Management and Ping An Insurance to co-manage $500m debt fund[more]

    Komfie Manalo, Opalesque Asia: Hong Kong-based Adamas Asset Management and Ping An Insurance Group, one of China’s largest financial institutions, have finalized a memorandum of und

  3. Opalesque Exclusive: dbSelect’s top ten FX strategies average almost 10% in January[more]

    Benedicte Gravrand, Opalesque Geneva: In one of Deutsche Asset & Wealth Management (AWM)’s hedge fund platforms, called dbSelect, a number of FX Strategies did very well in January. dbSelect is a managed investment platform for unf

  4. Opalesque Exclusive: SEC’s Mark J. Flannery warns hedge funds against valuation misconduct[more]

    Komfie Manalo, Opalesque Asia: Securities and Exchange Commission chief economist and director of Division of Economic and Risk Analysis (DERA) Mark J. Flannery has warned of the risks posed by market misconduct, particularly in the true valuation of assets by hedge fund managers. In his

  5. Dymon Asia's $3bn macro hedge fund lost 10.45% in January[more]

    From Reuters.com: Dymon Asia's $3.1 billion macro hedge fund lost 10.45 percent in January, performance data seen by Reuters showed, a month where many peers lost heavily after a surprise rise in the Swiss franc. Singapore-based Dymon, set up by Danny Yong, a former founding partner and chie