Risks and Rewards in MENA Markets

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

Risks and Rewards in MENA Markets

The Interview ·
Featuring Khaled Abdel Majeed

Published on: August 28th, 2017 • Duration: 35 minutes • Asset Class: Equities, Commodities • Topic: Investment Framework, Energy Commodities, Middle East

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.

Comments

  • PJ
    Peter J.
    11 September 2017 @ 07:53
    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 September 2017 @ 18:31
    Thanks Khaled and JP. Good view of the opportunities in the MENA region.
  • DY
    Dmytro Y.
    2 September 2017 @ 12:32
    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 September 2017 @ 16:13
    video efects not necessary to add on good interview
  • ek
    eric k.
    31 August 2017 @ 16:35
    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?
    • KA
      Khaled A. | Contributor
      31 August 2017 @ 17:03
      That is kind of you Eric. I can be reached on kmajeed@menacap.com if you would like to learn more about my fund.
  • MN
    Mark N.
    30 August 2017 @ 16:47
    Props to JP Moreno too for his role as interviewer, felt really natural.
    • KA
      Khaled A. | Contributor
      30 August 2017 @ 19:19
      He was excellent!
  • PB
    Pieter B.
    30 August 2017 @ 06:14
    I really enjoyed this interview! Thank you very much!
  • GR
    Guido R.
    30 August 2017 @ 04:10
    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 August 2017 @ 22:22
    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 August 2017 @ 18:42
    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 August 2017 @ 16:04
    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 August 2017 @ 14:19
    Quite interesting interview. Glad to get new insight for MENA investment universe.
  • cg
    christian g.
    29 August 2017 @ 04:33
    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 August 2017 @ 00:44
    He says "What the US Military would call collateral damage"? I am pretty sure all nation's militaries cause collateral damage.
    • KA
      Khaled A. | Contributor
      29 August 2017 @ 14:40
      Quite right John. I was just giving credit for the creation of the term.
  • CL
    Chris L.
    28 August 2017 @ 20:48
    What an interesting guy. Great story and insights.
  • MM
    Max M.
    28 August 2017 @ 20:31
    wonderful interview. really like the insight to the Middle East.
  • SD
    Salvatore D.
    28 August 2017 @ 16:41
    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 August 2017 @ 15:20
    https://www.golddowcycles.com/
  • CC
    Charnes C.
    28 August 2017 @ 15:20
    I was just thinking about WTI...https://www.golddowcycles.com/ reverse head and shoulders forming