PE executives discussed issues facing the industry globally and in the Middle East at a conference in Qatar last week.
Emerging-market equity firms see investment opportunities in Egypt’s new political era, but disagree about the timing.
Higher income expectations, healthy savings and rising aspirations will fuel consumer spending in 2011, according to a new Credit Suisse survey of seven emerging markets.
The UK asset manager launched a Europe, Middle East and Africa fund in November last year, but is still steering clear of Gulf economies, says investment director Fedra Dell’Aquila.
Chinese valuations are not yet in bubble territory, but investors should avoid confusing economic performance with stock-market returns, says emerging-markets head Richard Titherington.