Interview with Matein Khalid

Featuring Matein Khalid, Jawad Mian

Jawad Mian sits down with his friend, Matein Khalid, Executive Director of Asas Capital, who gives us a true insider’s view on the GCC region. Assured that there is no chance of Riyadh devaluing the Riyal, Matein lays out a clear bullish case for oil, addressing the possibility of a coordinated attempt by central banks to target a lower dollar and gives us a guided tour of the opportunities and risks posed amongst the Gulf region’s disparate economies.

Published on
13 May, 2016
Topic
Macro, Middle East, Investment Framework
Duration
39 minutes
Asset class
Currencies, Commodities, Equities
Rating
17

Comments

  • RM

    Rainer M.

    16 7 2016 13:53

    0       0

    Great interview Matein

  • AE

    Alex E.

    20 5 2016 06:00

    1       0

    Like the way this man thinks! Again, so many opportunities, so little CASH!!! Would love to hear more from him. Sad to hear that Canada is a third world country !

  • RA

    Robert A.

    20 5 2016 00:08

    1       0

    So...the way the US gets to NIRP is if Auntie J raises and causes a Recession she will have to reverse course and go back to 0 and then NIRP to extricate herself. Only at RV can you find this stuff!

  • ea

    edward a.

    15 5 2016 19:08

    0       0

    RBS = 0

  • CH

    Calvin H.

    15 5 2016 15:46

    1       0

    Enjoyed the CB collusion theory.&connecting dots on the oil price. Had a hard time with them on Pakistan. Different value systems I suppose. Does Matein remind you of Varys from GOT? :) RVTV Rules!

  • us

    urska s.

    15 5 2016 14:06

    3       0

    Wonderful stuff! Not just why and how things are bad, but he talks about actual opportunities to make money! More of 'how to make money' and less bit**ing how things are terrible when they just are.

  • DR

    De R.

    15 5 2016 11:59

    1       1

    sounds like listening to MSM news

  • JM

    Justin M.

    15 5 2016 04:55

    3       0

    Clearly smart guys, but I hear a lot of contradictory data in their theses....perhaps its just my own bias clouding the waters.

  • AH

    Amer H.

    14 5 2016 06:29

    3       3

    Find it difficult for house of Saud and the Kremlin to agree on anything. Saudi and Iran haven't agreed on anything for the past 1000 years .

  • DR

    Daniel R.

    14 5 2016 06:28

    9       0

    Impressive! The ground covered by Matein in this interview is unbelievable, and what a blizzard of insights. I'll have to watch over.

  • db

    don b.

    13 5 2016 21:33

    1       0

    There R guys that are knocking the ball out of the park this year but it's not the guys we are seeing here. The hedge funds that have figured out how to play the Fed backed US Market R getting killed

  • RM

    Richard M.

    13 5 2016 17:59

    12       0

    Interesting discussion from 2 very interesting individuals. Really like the diverse coverage RV is providing! Many thanks!

  • NH

    Nigel H.

    13 5 2016 15:22

    9       0

    Finally someone brings up Central Bank collusion. Hope he's right about RBS as well.

  • FS

    Fred S.

    13 5 2016 13:56

    16       0

    Always refreshing to get the real story in places to which I have no access. Thanks Real Vision!

  • KC

    Klendathu C.

    13 5 2016 13:55

    0       0

    Will EMs be able to take the baton from the weak and slow DMs? I do not know. The funding economies need to be able to fund and EU and Japan are in no condition to do just that.

  • KC

    Klendathu C.

    13 5 2016 13:53

    31       1

    I find it difficult to reconcile their bullish case for the US economy with my own. Almost every indicator is rolling over. NPLs rising. Growth slowing. Labor market is quite loose. The list goes on.