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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 

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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 



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