Economist warns of Gulf bubble



Gulf economies face a potentially destabilising influx of capital because of a bubble affecting emerging markets and may have to consider further controls on foreign investment, a senior economist warns.

Speaking at the MEED Capital Markets conference in Abu Dhabi yesterday, Jarmo Kotilaine, the chief economist at the Saudi-based bank NCB Capital, said: "The situation right now is quite awkward for many of the regional central banks.

"These economies are attractive as their prospects are good, but they may struggle to absorb the money which is attracted to them."

Mr Kotilaine said capital controls would be one of the few policy tools Gulf economies had available to protect themselves against a fresh bout of inflation.

Saudi Arabia is already experiencing inflation of about 5.5 per cent, the IMF says.

The currency carry trade is "increasingly emerging as one of the great risks and great sources of concern in the global economy", said Mr Kotilaine.

"We [Gulf countries] have had an interest rate differential [with the US] for some time and there's a risk of an emerging markets bubble." Currency carry trade is the strategy in which an investor borrows a certain currency with a relatively low interest rate and uses the funds to invest in a different currency yielding a higher interest rate.

"Investors in the West are moving their money to a place where markets are much more benign," said Mr Kotilaine.

Jeff Singer, the chief executive of NASDAQ Dubai, agreed that overseas investors would be attracted to Gulf countries as long as output growth in western economies remained anaemic.

Pointing to the UAE's predicted GDP growth of more than 3 per cent, Mr Singer said: "That number right there is going to drive a lot of institutional flows into this part of the world. If this is where the growth is, they're going to find out how to get here."

Mr Kotilaine also warned the structural issues behind the previous crisis were still factors because of the fixed currencies of many emerging markets.

"We're not seeing a market-led correction that we should be seeing if these global imbalances are to be corrected," he added.

Without attempts to reduce persistent surpluses among countries such as China, Germany and Japan, the structure of the world economy was still weak, Mr Kotilaine said.

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Rated: 3.5/5
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Iceland 0 England 1 (Sterling pen 90 1)

Man of the match Kari Arnason (Iceland)

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Where: du Arena, Abu Dhabi

When: Saturday November 24

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Age: 32

Qualifications: Diploma in engineering from TSI Technical Institute, bachelor’s degree in accounting from Dubai’s Al Ghurair University, master’s degree in human resources from Abu Dhabi University, currently third years PHD in strategy of human resources.

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2009 Finalist

2010 Champion

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Dec 2012 Did not play

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2015 Semi-finalist

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2017 Did not play

 

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Fixtures
Friday, April 12, Malaysia v UAE
Saturday, April 13, UAE v Nepal
Monday, April 15, UAE v Kuwait
Tuesday, April 16, UAE v Singapore
Thursday, April 18, UAE v Oman

UAE squad
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Al Hilal 4 Persepolis 0
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Started: 2020
 
Founders: Alexander Heller, Rama Allen and Desi Gonzalez
 
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MATCH INFO

Uefa Champions League, last 16, first leg

Liverpool v Bayern Munich, midnight (Wednesday), BeIN Sports

COMPANY PROFILE

Company: Bidzi

● Started: 2024

● Founders: Akshay Dosaj and Asif Rashid

● Based: Dubai, UAE

● Industry: M&A

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● No of employees: Nine

PROFILE BOX

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Founder: Ayman Alashkar

Started: Established in 2020

Based: Dubai International Financial Centre, Dubai

Sector: PropTech

Initial investment: Self-funded by founder

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