Clemente Cappello, Kiyan Zandiyeh – Horizon

Published on
April 20th, 2016
Duration
31 minutes

Clemente Cappello, Kiyan Zandiyeh – Horizon

Featuring Clemente Cappello, Kiyan Zandiyeh

Published on: April 20th, 2016 • Duration: 31 minutes

Kiyan Zandiyeh, PM Iran of Sturgeon Capital, and Founder & CIO of Sturgeon Capital Clemente Cappello, discuss the developments in Iran which make it extremely attractive for foreign investment. Kiyan and Clemente explain how oil & gas play a much lower role in the economy than is assumed, outline why the demographics and politics of Iran point to a boom in the next decade, and provide a framework for value investing into Iran's stock market, including a roadmap on avoiding corruption, hedging currency devals, and determining which businesses are vulnerable to foreign competition.

Comments

  • MS
    Matt S.
    13 January 2017 @ 00:46
    Anyway... that Kiyan guy sure is one smooth, smart MF! Would love to learn more about Sturgeon and also Iran and how they plan to invest there in more detail. These series of videos, Horizons, are proving to be some of the best so far.
  • MS
    Matt S.
    13 January 2017 @ 00:04
    how the f does the US have extraterrestrial reach to prosecute non-US citizens dealing with Iran?? who made them the police of the world?
  • MS
    Matt S.
    12 January 2017 @ 23:24
    once again, without a timestamp to look at its completely annoying - Raoul! Fix this please!
  • mw
    mathias w.
    2 June 2016 @ 13:22
    i suggest you check out Sturgeon Capital's long term investment track record..its appalling to say the least
  • sp
    shashwat p.
    16 May 2016 @ 10:46
    Excellent Stuff. Thank you for the overview
  • SD
    Stephen D. | Contributor
    5 May 2016 @ 06:43
    It seems the govt. is still in control of much of the economy though, and lots of price controls and subsidies. I'm also curious about how a minority western investor would do in an Iranian court.
  • AE
    Alex E.
    29 April 2016 @ 05:37
    Would love to invest in Iran if I could trust the Mullahs, RG & Basigi...Guess I'll wait even tho I"ll lose out on the initial run up in the markets.
  • WB
    Wes B.
    27 April 2016 @ 03:29
    As a US citizen where we are basically told that Iran is the axis of evil... this was rather enlightening. Forced to sit and watch due to crap politics but loved the interview.
  • MD
    Mick D.
    25 April 2016 @ 13:11
    Very interesting opportunities. What is the best way for an Irish citizen to invest?
  • M.
    Milton ..
    24 April 2016 @ 18:32
    This one has been one of my favourite value-adders in RV. Unbiased too!
  • FT
    Frank T.
    23 April 2016 @ 23:30
    The globalization ought to allow capital to its most efficient use PERIOD. The demographics makes it an appealing choice.
  • KZ
    Kiyan Z. | Contributor
    23 April 2016 @ 21:20
    Peter, the minimum investment is 100k euros. Mike - Candians are free to invest in Iran
  • PR
    Peter R.
    23 April 2016 @ 16:51
    An interesting view on a potential growth area. looked at Sturgeon Capitals website but you need $10MM to play so no use to mere mortals. Pity.
  • MC
    Mike C.
    22 April 2016 @ 23:59
    Can Canadians trade the Iranian stock market??
  • MA
    Melanie A.
    22 April 2016 @ 21:01
    Super - would love to hear more on Iran/ME.
  • RP
    Raoul P. | Founder
    22 April 2016 @ 02:15
    Find me anywhere else where you get a fascinating, informative, investable and unbiased view on Iran. This is where Real Vision shines....love it
  • ra
    robert a.
    21 April 2016 @ 17:33
    Nice to hear about non western markets.
  • RM
    Richard M.
    21 April 2016 @ 11:32
    Two very sharp guys - and really interesting info on the Iranian markets. Still to risky for me though !
  • BL
    Bruce L.
    20 April 2016 @ 17:25
    excellent information.
  • bp
    bart p.
    20 April 2016 @ 15:32
    Just what I was waiting for!
  • SS
    Sam S.
    20 April 2016 @ 15:03
    Very informative----two sides of the facts/truths.
  • KC
    Klendathu C.
    20 April 2016 @ 13:57
    I'm glad they estimated a timeline for US investors although nothing is certain. With so few value opportunities in the world it is frustrating to watch Iran from the sideline.