Global economy and earnings will rebound, but who leads and who lags

Asset prices everywhere look rich, is this a bubble driven by excess liquidity or an opportunity presaging rapid growth

Will oil prices move higher with demand catching up or is oversupply now chronic

What is the potential for MENA as a global investment destination given foreign inflows of direct investment, equities and debt


Mehran Nakhjavani Mehran is a partner at MRB – The Macro Research Board, a research firm that provides investment strategy and return ideas, and helped found MRB in 2010. He has extensive experience in investment research and investment management, specializing in emerging markets and oil-producing economies. Mehran focuses on investment themes arising from economies and financial markets outside the developed world. He works with clients to assist portfolio investment decisions primarily in emerging markets.


Rahul Shah, CFA Rahul is a Managing Director at Tellimer, an EM technology and research platform, and at Inam, a MENA-focused consultancy. He was previously head of MENA equity research at Credit Suisse and has over twenty years’ sell-side research experience in Dubai and London. Rahul is a UK-qualified chartered accountant, a graduate of the University of Cambridge and London Business School, and a CAIA charterholder.