We are thrilled to announce that Arqaam Capital has proudly sponsored the Arqaam Financial Modelling Competition in collaboration with AUC Onsi Sawiris School of Business as part of AUC's corporate finance course. 🎉 This partnership underscores our dedication to nurturing future leaders in finance and providing students with invaluable hands-on experience. The competition was managed by our expert judges Ali Afifi, Soha Saniour and Toka Elwazery Congratulations to the winning team and all students for their exceptional efforts and thank you Dr. Wael Abdallah for hosting us. #AUC #Cairo #Egypt #Finance #Internship #Award #MENA #GCC
Arqaam Capital
الأعمال المصرفية الاستثمارية
The leading institutional investment bank in the region specializing in emerging and frontier markets.
نبذة عنا
Arqaam is the leading institutional investment bank in the region specializing in emerging and frontier markets Emerging Markets Emerging Technologies
- الموقع الإلكتروني
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http://www.arqaamcapital.com
رابط خارجي لـ Arqaam Capital
- المجال المهني
- الأعمال المصرفية الاستثمارية
- حجم الشركة
- ٥١ - ٢٠٠ من الموظفين
- المقر الرئيسي
- Dubai
- النوع
- شركة يملكها عدد قليل من الأشخاص
- تم التأسيس
- 2007
المواقع الجغرافية
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رئيسي
احصل على اتجاهات السير
Index Tower - Happiness St - Trade Centre - DIFC - Dubai
27th floor of Index Tower (East)
Dubai ، AE
موظفين في Arqaam Capital
التحديثات
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Arqaam Capital’s Senior Fixed Income Portfolio Manager, Fady Gendy, CFA shares his latest thoughts on the UAE bond market.
Senior Editor at Bloomberg News| Writer-Storyteller| Editorial Leader-Mentor| Economy, Business, Markets| Corporate Finance, Strategy, Organisational Behaviour| Chart Nerd| Puzzle Solver
The United Arab Emirates (the federal government, emirates and companies) are on a borrowing spree as they look to end 2024 with a 54% increase in dollar-bond issuance ($38 billion and counting). The country offers an almost impossible combination of factors that appeal to global bond investors: Economic metrics that rival the most dynamic emerging markets, and financial stability at par with developed countries. Economists forecast the country's real GDP growth to accelerate to 4.8% in 2024, inflation to fall to 2%, current-account SURPLUS to be at 8% and budget SURPLUS to be at 4.1%. They also see such stellar numbers to extend into 2026. Economic levers spanning oil, trade, finance and tourism have boosted the size of the UAE's sovereign wealth fund as well as equity market to $1 trillion each. So, the size of opportunity for global portfolio managers is immense. Reason enough for investors to accept a tight 77 basis-point spread over Treasury yields to own UAE bonds. While global headwinds such as tariff threats and resurgent inflation can weigh on the bonds' performance, the primary-market appeal continues unabated as the federal government, or for that matter capital Abu Dhabi, don't really need to borrow. They have the cash to fund their growth, but are borrowing to maintain a yield curve. Drilling down, there's a more nuanced picture. Emirates like Sharjah need to borrow to fund their growth, and companies and banks are facing a maturity wall coming up. All this promises to keep the UAE bond market quite interesting in the new year. Needless to say my colleagues at Bloomberg and I will keep chronicling the economic transformation of this emerging giant. Special thanks to Fady Gendy, CFA of Arqaam Capital for his invaluable insights into this market. https://lnkd.in/eEFdeysx
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Watching Inflation Like a Hawk (pun intended!) November insights from our Fixed Income Asset Management Team is now available. Please contact us for more details at [email protected] Cc Abdul Kadir Hussain, CFA Mehdi POPOTTE, CFA Fady Gendy, CFA Nadim Amatouri, CFA
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📢 Expanding Access to GCC Markets Arqaam Capital is proud to announce our integration with Centroid Solutions, enhancing client access to key financial markets across the #UAE and #GCC. This partnership leverages our expertise in Emerging and Frontier markets alongside Centroid’s advanced trading technology to unlock seamless trading opportunities. Together, we’re driving innovation in regional capital markets. #ArqaamCapital #CentroidSolutions #CapitalMarkets #GCC
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Best of luck, Mehdi POPOTTE, CFA! We’re looking forward to hearing your insights on #MENA’s fixed income opportunities. Stay tuned for more.
We're introducing our distinguished speaker for the XI Cbonds Fixed Income Conference in Dubai - Mehdi POPOTTE, CFA, Fixed Income Portfolio Manager at Arqaam Capital Mr. Popotte is a seasoned finance professional with over 15 years of dedicated experience in the field of sukuk and Islamic finance. As a Senior Portfolio Manager at Arqaam Capital, based in Dubai, UAE, Mehdi oversees all Islamic strategies, managing assets close to half a billion dollars, including one of the top-performing sukuk funds in the region. Mehdi's deep involvement in Islamic finance ranges from managing bank’s treasury proprietary books in the region to sukuk financial intermediation at international institutions and managing sukuk funds. ➡ To join the conference, please click the link in the comments. The number of tickets is limited, so reserve yours soon! #Cbonds #EmergingMarkets #FixedIncome #capitalmarkets #FinanceConference #DCM
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Fady Gendy, CFA our Senior Portfolio Manager from Fixed Income Asset Management, discusses his latest views and positioning in light of US elections, the recent #US Treasury sell-off and the ratcheting up of geopolitical tensions in #MENA. Bloomberg News - Horizons Middle East and Africa with Jennifer Zabasajja
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The Saudi government and entities like its Public Investment Fund (PIF) have issued around $50 billion in bonds in 2024, according to data compiled by Bloomberg News, which includes corporate and sovereign sales in US dollars and euros. That flurry of activity has made the oil-rich country one of the biggest issuers of international debt in emerging markets this year. It’s likely to borrow tens of billions of dollars more in 2025, according to Nadim Amatouri, CFA from Arqaam Capital. check out the full article here: https://lnkd.in/dVZgCvfi #MENA #MiddleEast #GCC #MiddleEastFinance #InvestInMENA #SaudiEconomy #EmergingMarkets #Dubai #Saudi #Riyadh #UAE #Oman #Kuwait #Qatar #Doha #Sukuks #Bonds #Egypt #Turkey #FixedIncome #SovereignDebt #DebtMarkets #BondInvesting #YieldCurve #FixedIncomeOpportunities #US #Dollar #InvestmentBanking #CapitalMarkets #PrivateEquity #EquityCapitalMarkets #IBanking #IPO #FinancialServices #GlobalMarkets
$50 Billion Saudi Debt Drive Reflects Rising Financial Strain
bloomberg.com
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Navigating the Fog… By Trying to Ignore the Noise October insights from our Fixed Income Asset Management Team is now available. Please contact us for more details at [email protected] #MENA #MiddleEast #GCC #MiddleEastFinance #InvestInMENA #SaudiEconomy #EmergingMarkets #Dubai #Saudi #Riyadh #UAE #Oman #Kuwait #Qatar #Doha #Sukuks #Bonds #Egypt #Turkey #FixedIncome #SovereignDebt #DebtMarkets #BondInvesting #YieldCurve #FixedIncomeOpportunities #US #Dollar #InvestmentBanking #CapitalMarkets #PrivateEquity #EquityCapitalMarkets #IBanking #IPO #FinancialServices #GlobalMarkets cc Abdul Kadir Hussain, CFA Fady Gendy, CFA Mehdi POPOTTE, CFA Nadim Amatouri, CFA
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While the Qatari government is expected to remain on its deleveraging path, Fady Gendy, CFA, Senior Fixed Income Portfolio Manager at Arqaam Capital, highlights that domestic banks continue to be active in debt capital markets as they seek to lock in favourable borrowing costs and diversify funding sources. So far this year, total issuance rose to USD 5.5 billion from just USD 2 billion for the full 2023 and is mostly in the form of senior unsecured US dollar–denominated bonds & sukuk. Importantly, he expects demand from rating-sensitive foreign investors to remain strong thanks to robust standalone fundamentals and a track record of government support in times of stress. cc Brinda Darasha Zawya Read the full article here: https://lnkd.in/dUnRM9K6 #MENA #GCC #Bonds #Sukuk #DebtMarkets #Qatar #EmergingMarkets #FixedIncome #SustainableFinance #GreenBonds #CorporateFinance
Qatari lenders return to global debt markets to refinance and diversify funding
zawya.com
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Sukuk is experiencing significant growth as investors seek more stable, higher-yielding assets. Mehdi POPOTTE, CFA , Senior Fixed Income Portfolio Manager at Arqaam Capital, noted that 60% of the nearly US$1 billion we manage in fixed income is now allocated to #Sukuk. With interest rates at attractive levels and the relative stability of the Sukuk market, clients are shifting from real estate and deposits to Sukuk. This transition has been especially active over the past 24 months, with both institutional investors and hedge funds increasingly participating in this growing asset class. #MENAMarkets #FixedIncome #AssetManagement #BondsAndSukuks #IslamicFinance #SukukInvestments #MENAInvestments #SukukMarket #MENAAssetManagement #EmergingMarkets #BondMarkets #MENAOpportunities #GlobalFixedIncome #InvestmentStrategies #MiddleEastFinance #DebtSecurities #WealthManagement #SukukIssuance #MENAWealth #SaudiArabia #UAE #Qatar #Kuwait #Bahrain #Oman #Egypt #Jordan #Lebanon #Morocco #Algeria #Tunisia #Libya