KEYNOTE SPEECH: Shirish Saraf, Samena Capital Emerging cross-border opportunities
March 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 history”....
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