Amin El-Kholy – Horizon

Featuring Amin El-Kholy

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.

Published on
17 May, 2016
Topic
Frontier Markets, Middle East, Investment Framework
Duration
26 minutes
Asset class
Commodities, Equities
Rating
26

Comments

  • MS

    Matt S.

    18 1 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 5 2016 05:20

    3       0

    Why are there only 4 comments (& only 122 thumbs-ups)??

  • AE

    Alex E.

    20 5 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 5 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 5 2016 00:15

    2       0

    Nice interview guys!!

  • EL

    Elizabeth L.

    17 5 2016 19:02

    7       0

    Really enjoyed Amin's discussion. Gave me information i would not have access to otherwise. Thank you.