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September 2003

September 2003

The new breed

Euromoney September 2003

Fund management

The emerging markets heavyweight

Euromoney September 2003

As the world biggest buyer of emerging-market debt, Pimco's Mohamed El-Erian feels free to lean on banks - cajoling them into not selling new issues to hedge funds, refusing to be bumped into upsized deals and undermining issues that look set to damage his fund's investments.

Middle East

Slim pickings for Iraq's neighbours

Euromoney September 2003

Although logistics suggest that regional companies should play a major part in reconstructing Iraq, hopes of big gains have had to be scaled down. In some areas, such as telecoms, the odds look to have been stacked against Arab firms.

Liberalization takes a firmer grip

Euromoney September 2003

A cabinet reshuffle should revive Saudi Arabia's economic reforms, with a new capital market law pending.

Dilemmas of diversification

Euromoney September 2003

Saudi Arabia is making progress in restructuring its economy, but keeping up to speed a move away from dependence on oil itself rests on high oil prices and low interest rates.

Finance minister of the year 2003: Taking stock of a volatile situation

Euromoney September 2003

Ibrahim bin Abdulaziz Al-Assaf, Saudi Arabia's minister of finance and national economy since 1996, has steered the economy through a difficult period. He has played a leading role in the modernization, diversification and liberalization of the Saudi economy and managed its finances prudently in a period in which oil prices have swung between $10 and $30 a barrel. Al-Assaf, a 54-year old economist who has served as the country's executive director at the World Bank for six years and as vice-governor of the Saudi Arabian Monetary Agency (Sama) and wins Euromoney's finance minister of the year award for 2003, spoke to Nigel Dudley in his office in Riyadh.

Equity market set for a boost

Euromoney September 2003

A new capital markets law, continued privatization and an eventual opening up to foreign investors should boost Saudi Arabia's equity market.

Shariah-compliant banking takes centre stage

Euromoney September 2003

With Islamic banking business growing faster than more conventional financial services, competition to provide new products is heating up.

Arab 100 2003:On the mend after a poor year

Euromoney September 2003

After a weak 2001, most Arab banks enjoyed little pick-up in their fortunes in 2002. However, early results in 2003 suggest that the tide may be turning.

Egypt keeps going its own way

Euromoney September 2003

Significant new oil finds and the completion of several large liquefied natural gas projects will shortly give Egypt's hard-currency earnings a much needed boost. However, continued fiscal and regulatory reform is needed if Cairo is to succeed in creating sustainable and broadly based economic growth.

Opportunity knocks on the Islamic front

Euromoney September 2003

A growing number of companies are realizing that there is a large pool of cash in the Islamic world that they may be able to tap into to diversify their funding sources and lower their financing costs. However, they must be willing to embrace Shariah-compliant structures.

Taint of controversy

Euromoney September 2003

Money-laundering controls look all washed up

Euromoney September 2003

After two years' frantic activity and expenditure banks are still struggling to understand, let alone control, terrorist financing. Governments have failed to support the financial community with resources, skills and systems. The implications for global security are alarming.

Somali financial network hit hard by hyperbole

Euromoney September 2003

Debt markets

Making the right move in fixed income

Euromoney September 2003

Debt capital markets is one area of European banking that is hiring rather than firing. But most of the new jobs are at banks still building a presence, and it is only skilled, experienced staff that they are after at modest cost.

What are you really worth?

Euromoney September 2003

RBS steps hiring up a gear

Euromoney September 2003

Global financing guide

Global financing 2003: Selling more products to fewer clients

Euromoney September 2003

Bankers are grateful for the bouyancy of the debt capital markets. But they are not letting the rush of business impede their efforts to broaden the range of products they offer clients and cut out unfruitful relationship banking.

Emerging Europe

Electoral imperatives

Euromoney September 2003

As Duma and presidential elections loom, the two main Kremlin political factions are vying for control of Russia's development.

A mini boom bust cycle

Euromoney September 2003

The start of the political season in Russia has capped the wild upswing in the country's equity market but not brought share prices crashing to the ground. Predictions of quiet growth based on a growing equity culture still seem apt.

The foreign investment mystery

Euromoney September 2003

Strong growth and enhanced political stability appear to have broken down the barriers to foreign investment in Russia. But since much of what flows is disguised in various ways, it's hard to state precise figures.

More heat than light

Euromoney September 2003

The Kremlin is in two minds about Gazprom. It's a monolithic tool of Russian geopolitics but there are also plans to make it part of a more diversified, liberalized energy industry.

Oligarchs pile up away goals

Euromoney September 2003

Russia's richest businessmen have set themselves a new objective - the acquisition of foreign enterprises for pleasure, profit and expertise.

Investors delve at margins for yield

Euromoney September 2003

The emerging-market bond bubble may be close to bursting as the US economy shows signs of picking up and bondholders digest a recent rise in yields. It means investors will have to dig harder for opportunities in the CEE region.

Reform stumbles as Dinkic falls

Euromoney September 2003

The murder of prime minister Zoran Djindjic and the ousting of central bank governor Mladjan Dinkic hurt Serbia's free-market reforms. Now the government's hopes lie in privatization.

Surviving the resource curse

Euromoney September 2003

If Kazakhstan's success in making the transition from Soviet planned economy to free market is anything to go by, it has a better chance than many oil-rich economies of successfully harnessing its wealth.

Zero margin for mistakes

Euromoney September 2003

After falling out with the US over access to Iraq, Turkey is regaining favour with the west as its economy revives. Its long-term goal is EU membership, but how far away does that target remain?

Sinking or sailing together

Euromoney September 2003

Turkish banks' dependence on earnings from treasury bills has put them in the same ramshackle boat as the government and rendered them apathetic towards innovation and consolidation.

A coincidental bargain

Euromoney September 2003

Corporate governance poll

Corporate governance 2003: Good practice boosts performance

Euromoney September 2003

Results of Euromoney's corporate governance poll suggest that the efforts a company makes to ensure appropriate practices are reflected in its share price.

Asia

China's currency conundrum

Euromoney September 2003

Politicians in the US and Japan are blaming the low value of the Chinese renminbi for all manner of economic ills in their countries and pressing for its revaluation upwards. Yet many of their own manufacturers are benefiting greatly from the low manufacturing costs in China. Speculators will win if the renminbi rises.

A lot of steel to build steel plants

Euromoney September 2003

Fixed-asset investment in China is growing faster than demand, creating overcapacity that may never be drained no matter how fast exports grow. A new burden of potential non-performing loans could be accreting as a result.

Foreigners climb on board China's A-train

Euromoney September 2003

China's A-share market has such a shady reputation that foreign investors might have been expected to revel in their exclusion from it. But its recent opening to outside institutional investors has been greeted with enthusiasm.

Mongolia's uncertain future

Euromoney September 2003

Could the Philippines fall to the Pac Man?

Euromoney September 2003

It has been a gloomy year so far for the Philippines, a nation mired in corruption whose administration recently faced a mutiny by disaffected soldiers. But a recent court ruling against one of former dictator Ferdinand Marcos's closest allies may offer a glimmer of hope that this country can save itself after all.

IMF

The oxygen of competition

Euromoney September 2003

Raghuram Rajan, the new IMF chief economist, talks to Euromoney's Julian Evans about controlling special interests, IMF reform, and the difficulties of instituting market democracy in Iraq.

IMF Delegates - Africa

Euromoney September 2003

IMF Delegates - Asia Pacific

Euromoney September 2003

IMF Delegates - Emerging Europe

Euromoney September 2003

IMF Delegates - Latin and North America

Euromoney September 2003

IMF Delegates - Middle East

Euromoney September 2003

IMF Delegates - Western Europe

Euromoney September 2003

IMF Handbook - Useful numbers

Euromoney September 2003

All numbers in this directory are Dubai area code prefix (04) unless stated otherwise. If dialling from abroad prefix the number with country code (+971 4). If you have difficulty with the numbers listed below, please call directory enquiries on (04) 180, or refer to your domestic international directory enquiries service if calling from overseas. While numbers are subject to change, we have made every effort to ensure the information in this handbook is correct.

Finance minister of the year

Saudi Arabia moves beyond oil

Euromoney September 2003

An advocate of privatization and foreign investment, Ibrahim Abdulaziz Al-Assaf is a key figure in economic change in Saudi Arabia.

Central bank governor of the year

Central bank governor of the year 2003: Kazakhstan sets CIS banking standard

Euromoney September 2003

National Bank of Kazakhstan's governor, Grigori Marchenko, won't say it, but he has been the main influence behind his country's widely acclaimed economic success story.

Country risk

Country risk Sep 2003: Measured enthusiasm on east Asian boom

Euromoney September 2003

Country risk index: East Asia continues to lead the growth pack, but offers significant risk; Turkey is - once again - at a turning point; and Africa continues to be unsettled, but with less risk of inter-country contagion.

Latin America

A hunt for new dictators of growth

Euromoney September 2003

Latin America's poor economic performance in the past decade has overturned analysts' judgements that getting rid of the region's dictatorships and introducing free-market reforms would clear the path to sustainable economic growth.

Latin 100 2003: Brazilian banks profit as foreigners quit

Euromoney September 2003

With inflation falling in Brazil, the days when banks could grow fat on government paper are almost over. New business lines, consolidation and retrenchment are high on the agenda and there are persistent rumours that Citibank will beef up its presence in Latin America's biggest economy.

Editorial

Why bank merger mania looms

Euromoney September 2003

Front end

Allianz still half in love

Euromoney September 2003

Russians find joys in junk

Euromoney September 2003

Here comes debt swap man again

Euromoney September 2003

A vice little earner

Euromoney September 2003

Bankers get in guitar groove

Euromoney September 2003

breakingviews

Market monitor

When reality is incredible

Euromoney September 2003

Base metals offer futures alternative

Euromoney September 2003

Emerging markets offer safe harbour

Euromoney September 2003

Companies at a loss about financing

Euromoney September 2003

Better info flow will keep costs low

Euromoney September 2003

Trains, planes and bond market deals

Euromoney September 2003

Correction

Euromoney September 2003

Emerging markets

Renovation of a pariah

Euromoney September 2003

$1 trillion says that EM is back

Euromoney September 2003

Star manager test case as regulator turns eye offshore

Euromoney September 2003

Peacekeeping dividends

Euromoney September 2003

Deal Insider

Against the tide

People

Simon Cooke

Euromoney September 2003

Property consultant


We have seen zero difference to the investment bank. We haven’t changed a lot.

A Citi banker unwittingly reveals the impact, or lack of it, of Vikram Pandit’s latest big reorganization of the bank

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