Maria Merricks talks to Ghadir Abu Leil-Cooper, manager of the Baring MENA fund, about her outlook for the region.
What is the macroeconomic outlook for the region? To understand the outlook for the region you need to concentrate on three key themes: external factors, domestic demand and fixed capital formation. Some of the region’s economies are sensitive to external factors such as oil and gas prices. However, the fact we have very strong prices – as well as a very prolific production of gas in Qatar – is good for those economies. It is not the be all and end all for the region but it is important to keep in mind. Meanwhile, domestic demand in the region is supported by attractive population gr...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes