Majlis & Markets · 2026-05-18 · 60 min
Is the multi-billion dollar private credit market a global financial crisis in the making, or is the GCC region building a bulletproof alternative capital haven? In this episode of Majlis & Markets, we sit down with Sharif Eid, Portfolio Manager at Amwal Capital Partners, for a comprehensive look at the realities of alternative lending, macro liquidity risks, and the massive capital migration toward the Middle East. PART 1: THE GLOBAL PRIVATE CREDIT DEBATE (00:00 - 27:02) We break down the global macro picture, tackling the fierce media debate surrounding "shadow banking." Sharif shares his insider take on global asset quality, true default risks, and how Business Development Companies (BDCs) are reshaping corporate finance. We look past the headlines and market panics involving players like Blue Owl and BlackRock to analyse whether unregulated mid-market lending poses a real systemic threat to global financial stability. PART 2: THE GCC INVESTMENT BOOM & TOKENISATION (27:03 - End) We pivot to the MENA region to examine the structural shift turning the Gulf into an onshore direct-lending powerhouse amidst regional geopolitical events.
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