Ensuring that a correction is not a crash



You need only open this newspaper or turn on the television news to find out what can happen when a property bubble bursts. You needn't understand collateralised debt obligations, the FDIC or any of the jargon to know that the disaster that has befallen Wall Street and spread through world markets all began with the collapse of a property bubble. In the US, obtaining mortgages became too easy and too many homes were sold to those who could not really afford them. The price of homes ballooned in response to the demand of the millions of new homebuyers entering the market. But as the housing market became oversupplied and the economy slowed, the bubble collapsed, financing dried up, and in some American cities the price of homes has already fallen by 30 per cent.

Is this inevitable here? Not necessarily. While the property market in Dubai is clearly tightening, the slowdown need not be so drastic or its ramifications so severe. Gradual decreases in the amount of financing provided to homebuyers and limits on speculation are both important steps to help to temper the market. Such measures will help prices to adjust gradually, rather than fall off a cliff, as they have done in other parts of the world. While higher income requirements for financing and higher down payments may concern new homebuyers and shock those accustomed to the recent days of freewheeling speculation, the American example should serve as a lesson that long-term growth cannot be sustained when mortgages are so easy to come by. But finding the right balance is essential - by no means can an abrupt end to property financing occur.

The crisis of liquidity that many banks face in a global credit crunch is a separate phenomenon from a bank's wilful tightening of financing requirements. The UAE Central Bank, by supplying Dhs50 billion in loans to local banks this week, has ensured that even as loans and credit have become more difficult to obtain throughout the world, banks in the UAE still have the capacity to obtain loans themselves. Only when banks can borrow will they be able to provide the prudent financing to able buyers that will buoy the market in a time of uncertainty.

Most lenders appear to understand that in order to maintain long-term confidence in the markets, wild swings in prices must be avoided. As we report today, some of the banks and mortgage lenders that once provided up to 95 per cent financing have reduced their financing to 70 or 75 per cent. This will discourage speculators, many of whom purchase multiple properties only to sell them again at a higher price. This has distorted demand and created artificially high prices that cannot be sustained.

But middle-class families, the engine of any nation's economic growth, should not be shut out of the housing market along with the speculators. Middle-class buyers should also benefit, though perhaps not immediately, as less speculation allows prices to settle at more reasonable levels and developers build more modest developments suited to this growing market. Tamweel has already revised its strategy to focus more on middle-income housing in the coming years. "High-end and luxury units are out of the picture," said Nabil Abu Alwan, head of marketing and product development. This is a dramatic change in the UAE's property market in a month of drastic global economic shifts. But none of it should change the fact that the UAE is a great place to buy a home and build a future.

Disclaimer

Director: Alfonso Cuaron 

Stars: Cate Blanchett, Kevin Kline, Lesley Manville 

Rating: 4/5

Citadel: Honey Bunny first episode

Directors: Raj & DK

Stars: Varun Dhawan, Samantha Ruth Prabhu, Kashvi Majmundar, Kay Kay Menon

Rating: 4/5

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Sri Lanka-India Test series schedule
  • 1st Test India won by 304 runs at Galle
  • 2nd Test India won by innings and 53 runs at Colombo
  • 3rd Test August 12-16 at Pallekele
Kanguva
Director: Siva
Stars: Suriya, Bobby Deol, Disha Patani, Yogi Babu, Redin Kingsley
Rating: 2/5
 
The specs

Engine: Dual 180kW and 300kW front and rear motors

Power: 480kW

Torque: 850Nm

Transmission: Single-speed automatic

Price: From Dh359,900 ($98,000)

On sale: Now

The Sky Is Pink

Director: Shonali Bose

Cast: Priyanka Chopra Jonas, Farhan Akhtar, Zaira Wasim, Rohit Saraf

Three stars

Company%20profile
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Company%20Profile
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How to protect yourself when air quality drops

Install an air filter in your home.

Close your windows and turn on the AC.

Shower or bath after being outside.

Wear a face mask.

Stay indoors when conditions are particularly poor.

If driving, turn your engine off when stationary.

In numbers

Number of Chinese tourists coming to UAE in 2017 was... 1.3m

Alibaba’s new ‘Tech Town’  in Dubai is worth... $600m

China’s investment in the MIddle East in 2016 was... $29.5bn

The world’s most valuable start-up in 2018, TikTok, is valued at... $75bn

Boost to the UAE economy of 5G connectivity will be... $269bn 

'My Son'

Director: Christian Carion

Starring: James McAvoy, Claire Foy, Tom Cullen, Gary Lewis

Rating: 2/5

If you go
Where to stay: Courtyard by Marriott Titusville Kennedy Space Centre has unparalleled views of the Indian River. Alligators can be spotted from hotel room balconies, as can several rocket launch sites. The hotel also boasts cool space-themed decor.

When to go: Florida is best experienced during the winter months, from November to May, before the humidity kicks in.

How to get there: Emirates currently flies from Dubai to Orlando five times a week.

Graduated from the American University of Sharjah

She is the eldest of three brothers and two sisters

Has helped solve 15 cases of electric shocks

Enjoys travelling, reading and horse riding

 

Wicked
Director: Jon M Chu
Stars: Cynthia Erivo, Ariana Grande, Jonathan Bailey
Rating: 4/5
The specs

  Engine: 2-litre or 3-litre 4Motion all-wheel-drive Power: 250Nm (2-litre); 340 (3-litre) Torque: 450Nm Transmission: 8-speed automatic Starting price: From Dh212,000 On sale: Now

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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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