Gulf opportunities attract Singaporean companies



SINGAPORE // Singaporean construction companies plan to step up their presence in the Gulf as they capitalise on gaps left unfilled by their more cautious Japanese counterparts. Companies from the island-city state see the financial downturn as an "opportunity" to get involved in upcoming projects in the region, said Chua Taik Him, the deputy chief executive of International Enterprise Singapore (IE Singapore), a ministry of trade agency that promotes the overseas growth of Singaporean companies.

"It is an opportunity because various companies, like some Japanese ones which were involved in large projects, have become very cautious," said Mr Chua. "For Singapore companies, while it is true that they are also cautious, most still believe in the mid to long-term prospects. "The opportunities are quite wide-ranging and in places like Abu Dhabi, Qatar, Saudi Arabia and Oman." Japanese builders played a pivotal part in Dubai's construction boom, spearheading work on the Dh28 billion (US$7.62bn) Metro and helping to build Nakheel's palm-shaped islands off the emirate's coast.

But payment problems arose as projects began to stall towards the end of 2008, leading big players such as Obayashi Corporation to reconsider their presence in the country. The 80 Singaporean companies with operations in the UAE have so far played a smaller, niche role in the country's development, with those such as Keppel, Sembcorp and Surbana taking on marine or power and water-related projects.

Meanwhile, the transport provider SMRT operates the Palm Monorail on Nakheel's Palm Jumeirah in Dubai. But possibly the biggest Singaporean investment to date comes in the shape of Capitala, a development company formed in 2008 between CapitaLand and Mubadala Development, a strategic investment company owned by the Abu Dhabi Government. CapitaLand, one of the largest property developers in Asia, has a 49 per cent stake in the development company.

Mr Chua said that while Singaporean construction firms last year encountered payment delays linked to clients in the UAE - Singapore's second-largest trading partner in the Middle East - most of the issues have now been resolved. "We had several inquiries on how we could assist, with our advice being that they should, as much as possible, go through arbitration to resolve them," he said. "Over the last few months, many have found solutions."

Chong Lit Cheong, the chief executive of IE Singapore, said Singapore's plans in the Middle East were "not just about Dubai". "The Middle East features big in our investment destinations, we're not shying away from that," he added. Saudi Arabia is Singapore's largest trading partner in the region. The consultancy company Jurong International is the master planner for Sudair Industrial City, one of the seven economic cities planned in the kingdom, while Keppel Land is building 1,000 units in partnership with the Saudi Economic and Development Company at the Keppel Al Numu project in Jeddah.

"One of the challenges we face in the Middle East is that the project plans are very big," said Mr Chong. "We still need to see the economics of the plan before we get involved, we have to be pragmatic." agiuffrida@thentaional.ae

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Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

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