Macro
Oil: Black Gold or Fool’s Gold?
From oil traders in Dubai, to taxi drivers in New York, figuring out where the oil market bottoms out seems to be the focus of all my conversations. Although the topic has been covered extensively by industry analysts and media outlets, very few have been able to put the pieces of the puzzle together for investors. The truth is, tumbling oil prices, are a demand and supply side story.
9 May 2016
Emerging markets popularity could ease – but not as a result of dollar action
The recent rebound in the performance of emerging markets has renewed the interest of international investors. Although the threat of an increasingly strong dollar has subsided, and many currencies have stabilised, there remain deep concerns over the future growth of these markets, which could prompt a reversal of fortunes.
6 May 2016
Is Russia’s frosty relationship with international markets a boon for its debt?
With Russia’s Alfa bank looking to access the debt capital markets in the near future, and given a recent lack of Russian activity on the international markets, there is a possibility that Russian debt could prove to be as popular as Argentina’s recent bond debut – according to Russia’s Deputy Finance Minister. But is that really the case?
5 May 2016
Video: Simon Johnson, Former Chief Economist, IMF
How are events in developed markets influencing emerging markets?
29 Apr 2016
Video: Hans Humes, CEO, Greylock Capital Management
How does debt in the GCC compare to that of other markets and what opportunities are there in the region for investors?
29 Apr 2016
Video: Martin Egan, Global Head of Primary Markets and Origination, BNP Paribas
How are investors looking at the Middle East amid tightening liquidity in the region?
29 Apr 2016
China and Fed give boost to emerging markets
The increased performance of emerging markets is due, not only to a dovish tone from the US Federal Reserve, but also as a result of an increased demand for commodities from China. This has increased export revenues for many developing economies, improving their performance.
28 Apr 2016
Video: Tony Leon, Former DA Leader, Republic of South Africa
How has political mismanagement impacted South Africa?
20 Apr 2016
S&P: Islamic financing could aid UN initiatives
Standard & Poor’s contends that Islamic financing could play a bigger role in humanitarian efforts alongside other projects outlined by the United Nations.
18 Apr 2016
Real estate to drive GCC issuances ahead of World Cup, Expo 2020 Dubai
Qatari real estate heavyweight Ezdan Holding Group announced plans to raise up to US$2bn in Islamic bonds. The move could be a sign of more issuances from real estate firms to come, according to fixed income analysts.
12 Apr 2016