Risks and Rewards in MENA Markets

Published on
28 August, 2017
Topic
Energy Commodities, Investment Framework, Middle East
Duration
35 minutes
Asset class
Equities, Commodities

Risks and Rewards in MENA Markets

Featuring Khaled Abdel Majeed

Khaled Abdel Majeed founded London based MENA Capital, which is one of the longest running Middle Eastern focused hedge funds and he has an enviable track record investing in these markets. Understand the pitfalls and rewards of investing in a region full of geopolitical risk and appreciate the relationship between oil and market valuations. Filmed on August 14, 2017, in London.

Published on
28 August, 2017
Topic
Energy Commodities, Investment Framework, Middle East
Duration
35 minutes
Asset class
Equities, Commodities
Rating
21
Sharing

Comments

  • PJ

    Peter J.

    11 9 2017 07:53

    0       0

    Terrific interview, would love too see Khaled back in the future. As previous comments learned more about the Middle East from this one interview than hours of western biased media representations.

  • AF

    Andrew F.

    8 9 2017 18:31

    0       0

    Thanks Khaled and JP. Good view of the opportunities in the MENA region.

  • DY

    Dmytro Y.

    2 9 2017 12:32

    0       1

    Interesting and he seems smart but Why this guy keeps scratchibg his nose non stop!? Usually people do that when they lie (do not tell the truth)? Gives very weird impression.

  • LY

    Laura Y.

    1 9 2017 16:13

    0       0

    video efects not necessary to add on good interview

  • ek

    eric k.

    31 8 2017 16:35

    3       0

    I learned more about the dynamics of the Middle East in this one interview than I did with years following conventional news sources. How do we invest in your hedge fund, sir?

  • MN

    Mark N.

    30 8 2017 16:47

    7       0

    Props to JP Moreno too for his role as interviewer, felt really natural.

  • PB

    Pieter B.

    30 8 2017 06:14

    3       0

    I really enjoyed this interview! Thank you very much!

  • GR

    Guido R.

    30 8 2017 04:10

    1       1

    Living in the Middle East I agree with most of what Mr. Majeed says.

    My only disagreement is on the dynamics that will keep the price of oil depressed. This has more to do with the type of crude available from the Middle East (heavy sour rather than light sweet) and the fact that the share of investments going into energy is increasingly going towards natural gas. In turn, this may dampen the success of the Aramco IPO

  • AA

    Ali A.

    29 8 2017 22:22

    4       0

    Khaled is a disciplined investor with a track record to prove it. Fantastic interview full of useful information. It doesnt get more articulate in MENA than that!

  • JH

    John H.

    29 8 2017 18:42

    1       0

    Great interview. Hearing from top managers in EMs/frontiers where there's alpha in under-followed, retail-driven small and mid-caps is helpful .. places where no ETFs exist and would be very sub-optimal for getting exposure even if they did.

  • TD

    Tom D.

    29 8 2017 16:04

    6       0

    What I love most about RV is the calm, professional, mature, and courteous approach to factual and opinionated reporting. Alternative venues have digressed into hysterics, sheer propaganda, devious intentions, and simply untrustworthy reporting. Keep it up your good work RV; this interview was beautiful.

  • DS

    Daisuke S.

    29 8 2017 14:19

    1       0

    Quite interesting interview. Glad to get new insight for MENA investment universe.

  • cg

    christian g.

    29 8 2017 04:33

    14       0

    Khaled has the longest and best track record in the MENA region (I m a PM in th e region since 2009). It would be great if he could give us his insight regularly on RV. Loved his simple investment process : I'm looking for growth, how much I m paying for it & how robust this growth is

  • JH

    John H.

    29 8 2017 00:44

    1       4

    He says "What the US Military would call collateral damage"? I am pretty sure all nation's militaries cause collateral damage.

  • CL

    Chris L.

    28 8 2017 20:48

    6       0

    What an interesting guy. Great story and insights.

  • MM

    Max M.

    28 8 2017 20:31

    2       0

    wonderful interview. really like the insight to the Middle East.

  • SD

    Salvatore D.

    28 8 2017 16:41

    9       0

    Very interesting- finally a non emotional approach to MENA with loads of good tips that are very relevant for these markets.

  • CC

    Charnes C.

    28 8 2017 15:20

    0       4

    https://www.golddowcycles.com/

  • CC

    Charnes C.

    28 8 2017 15:20

    0       1

    I was just thinking about WTI...https://www.golddowcycles.com/ reverse head and shoulders forming