Has China factor shifted Middle East investors’ portfolio strategy?
We are cautious but not overly concerned about the contagion effects of China’s property sector to the broader market. We think that, given the scale of leverage in the system, China’s long-term goal of consolidation and stability of the housing sector, we will witness temporary shocks and bouts of volatility time and again, as China shapes and reveals its policy steps.
Aditum Investment Management appoints Rohan Joshi as head wholesale markets
In his previous role, Rohan was leading TATA Asset Management’s DIFC office and was responsible for managing the Middle East region. He holds an MBA from the ESADE Business School (Spain).