Tue, Dec 23, 2014
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 - Big hedge funds win again on PetSmart, Riverbed, RBS sells real estate loans to hedge fund Cerberus, Talisman energy speculation: Which hedge funds could benefit?[more]

    Big hedge funds win again on PetSmart, Riverbed From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a

  2. Outlook - Hedge fund manager who remembers 1998 rout says prepare for pain, Bond guru Bill Gross predicts U.S. economic growth to dip to 2%[more]

    Hedge fund manager who remembers 1998 rout says prepare for pain From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s

  3. Investing - Hedge funds get boost from healthcare in 2014, Paulson & Co takes stake in Salix on heels of inventory issues[more]

    Hedge funds get boost from healthcare in 2014 From Valuewalk.com: The healthcare sector started the year on a turbulent note, as stocks of many major biotechnology companies were battered. However, most of the players in this sector have bounced back. The BarclayHedge Healthcare & Biotec

  4. North America - Why Steve Cohen, Connecticut hedge fund billionaire, gives so much in New York[more]

    From Insidephilantrophy.com: Billionaire Steve Cohen was born in Great Neck, New York before attending Wharton, working on Wall Street and then founding SAC Capital Advisors in Connecticut. Though his company (Point72) and foundation are based in Connecticut, Cohen and Alexandra are deeply connected

  5. Investing - Soros buys a highly speculative biotech in the third quarter[more]

    From Fool.com: …The Soros Fund bought 25,000 shares of the struggling small-cap biopharma Aegerion Pharmaceuticals in the third quarter. For those of you who haven't heard of this name, suffice to say that this was a surprising buy in light of the company's recent problems and poor outlook going for