Amin El-Kholy – Horizon

Published on
May 17th, 2016
Duration
26 minutes

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26

Amin El-Kholy – Horizon

Horizon ·
Featuring Amin El-Kholy

Published on: May 17th, 2016 • Duration: 26 minutes

Amin El-Kholy, Head of Public Securities Asset Management at Arqaam Capital, clarifies some misconceptions around investing in the GCC region, taking an in-depth look at the sustainability of each of the Gulf's currency pegs, discussing how to seek out sectors that will provide alpha, and expanding on the investment opportunities in Iran, providing actionable examples.

Comments

  • MS
    Matt S.
    18 January 2017 @ 21:06
    0 0
    good video - interesting. Raoul - if you read this - please make a special video on how we, the humble retail chap, can invest in say, Iran. :)
  • ww
    will w.
    31 May 2016 @ 05:20
    3 0
    Why are there only 4 comments (& only 122 thumbs-ups)??
  • AE
    Alex E.
    20 May 2016 @ 07:24
    2 1
    Thank you Amin for a very informative look at the Middle East. I wonder how Sharia effects non-Muslim investors? I also wonder if the ever changing politics of the region would be worth the risk?
  • cg
    christian g.
    18 May 2016 @ 03:49
    6 0
    Great Interview. So many misconceptions about the region. Main assumption is political stability (not the peg or even a low but reasonable Oil price level...) otherwise Value Investing works!
  • db
    don b.
    18 May 2016 @ 00:15
    2 0
    Nice interview guys!!
  • EL
    Elizabeth L.
    17 May 2016 @ 19:02
    7 0
    Really enjoyed Amin's discussion. Gave me information i would not have access to otherwise. Thank you.

Chapters

  1. 00:00:29
    GCC Value
  2. 00:09:26
    Iran
  3. 00:12:34
    Fiscal Policy
  4. 00:15:47
    Pegs
  5. 00:20:54
    Misperceptions