Economic fundamentals vs. market technical vs. ratings: Where do investors see long term value in the GCC credit markets?

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• A fundamental question: Why has a slump in oil prices not impacted international investor appetite more significantly? How are investors analysing value and managing their portfolios?
• After the perfect (sovereign debt) storm: Is there sufficient liquidity left in the market for FI and corporate issuers?
• G for is governance: How much transparency is enough? How much will ongoing defaults and debt restructurings impact the trajectory of the GCC credit markets?
• Yield hungry but not that hungry: What would motivate investors to stomach GCC high yield credit?

Moderator

Paul Lund

Head of Corporates, Middle East and Africa, Analytics

Fitch Ratings

Speakers

Sanchay Singla

Portfolio Manager, Emerging Markets Fixed Income

Legal & General

Sharif Eid

Portfolio Manager, Global Sukuk and MENA Fixed Income

Franklin Templeton Investments (ME) Ltd

Todd Schubert

Managing Director, Head of Fixed Income Research and Strategy

Bank of Singapore

Dilawer Farazi

Senior Fund Manager, EM Corporates

Royal London Asset Management

Ali Dhaloomal

EEMEA Credit Research Analyst

BofA Securities