Dubai efforts to raise cash fail to cheer market



Dubai's decision to sell shares in some of its large-cap companies would seem to bode well for the Dubai Financial Market (DFM). But that is not the way investors saw it yesterday.

Sheikh Ahmed bin Saeed Al Maktoum, the chairman of the Dubai Supreme Fiscal Committee, said yesterday the emirate may sell some of its assets and tap international bond markets to raise cash.

But the market was not cheered by Dubai's attempts to reduce its debt, even if it meant the introduction of shares in blue-chip companies such as Emirates Airline. The DFM General Index touched a 10-week low.

DFM Co was among the shares falling, closing at a three-month low of Dh1.50. The company gets most of its revenue from trading commissions and as such its fortunes are closely tied to volumes and investor confidence.

Analysts said Dubai's efforts to raise cash were in part an attempt to revive local markets - which had struggled to pick up since last year - bring back volume and restore some positive momentum. The volume of traded shares in Dubai is about the 80-million mark, down from a high of about 900 million in 2006. After a strong post-Ramadan performance last month, the Dubai index has fallen 7 per cent in the past month.

"The selling could reflect some liquidity for the companies themselves, but this won't reflect on (other) shares," said Amjad Bakir, the trading manager at Wafa Financial Services.

"There is no immediate reflection on the market because the cash will go to the company, so it is positive for the company only. Even if it does reflect on markets, it is only for one or two days," he said.

It may be that investors yesterday were preoccupied with international issues, such as Ireland's pending bailout and other concerns in the euro zone, and overlooked the potential market impact of the Dubai news.

In the long run, the introduction of high-profile names to the Dubai exchange would almost certainly be a boost to DFM Co. But given that caution is the prevailing sentiment at the moment, investors may prefer to wait and see if that becomes a reality.

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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