Rishi Kapoor
Showing 1–2 of 2 transcripts.
- Milken Institute56 min
Macroeconomic Outlook
Komal Sri-Kumar, Rishi Kapoor, Tad Rivelle, Seema Shah, Nathan Sheets, Christopher Smart
A panel of five prominent global investors, including Seema Shah and Tad Revell, convened to debate diverging forecasts regarding the US business cycle, global debt sustainability, and the timing of a potential recession between 2020 and 2021. While participants agreed on significant risks from central bank tightening and geopolitical fragmentation, they offered contrasting views on whether current leverage levels and asset prices signal an imminent systemic crisis or a prolonged period of reflation. The session concluded with a detailed analysis of tail risks ranging from Chinese debt opacity to oil price shocks, emphasizing the difficulty of forecasting economic fundamentals in an environment of rapidly shifting monetary policies.
- Milken Institute58 min
FDI in MENA: The Role of Capital Markets and Financial Infrastructure
John Burbank, Sarah Al Suhaimi, Miguel Azevedo, Rayan Fayez, Rishi Kapoor, Frank Kane
Driven by Saudi Arabia's Vision 2030, the market is accelerating global integration through rapid deregulation, the shift to T+2 settlement, and mandatory IFRS adoption to attract foreign capital. With Qualified Foreign Investor registrations doubling to over 120 and MSCI inclusion anticipated to trigger $25 billion in passive inflows, foreign ownership is projected to rise from 1% to double-digit levels within a few years. While challenges remain in judicial reform pace, industry leaders like InvestCorp and the Saudi government expect liquidity to quadruple and corporate governance standards to converge with global benchmarks as the region moves toward a potential unified GCC exchange.