KEYNOTE SPEECH: Shirish Saraf, Samena Capital Emerging cross-border opportunities
Thu Mar 22, 2012
In a highly evocative and entertaining presentation, Shirish Saraf, CEO and vice-chairman of Samena Capital, spoke about the emerging cross-border investment opportunities and why Samena’s collective investment model works in that environment
Shirish Saraf began by outlining his vision of the emerging
global economic opportunities: a changing world order arising
from surpluses disappearing in the West and growing in the
East. Instead of focusing on the "doom and gloom" that
characterises sentiment and opportunities in the US and Europe,
he focused on countries like India, Saudi Arabia and Qatar that
offer tremendous investment opportunity.
"The biggest opportunities are going to come in these
markets," said Saraf. The six GCC countries, for example, are
about to experience "the biggest economic boom in
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