A sign for a branch of HSBC bank seen backdropped by part of St Paul's Cathedral, in central London.
A sign for a branch of HSBC bank seen backdropped by part of St Paul's Cathedral, in central London.

HSBC Middle East ray of hope



HSBC's Middle East subsidiary outperformed the banking group's overall half year results as losses in the US saw the company record a 29 per cent drop in overall net profits. The bank's regional arm bucked the downwards trend, seeing its profits rise by 65 per cent. Europe's largest bank by market value announced net profits of US$7.7 billion for the six months, down from $10.9bn a year earlier. It was its steepest fall in profit since 2001 as costs from bad US mortgage loans mounted. HSBC, the first European bank to take losses on US subprime mortgages, set aside an additional $10.1bn this year, bringing total costs since 2006 to $38bn. "The first half of 2008 saw the most difficult financial markets for several decades, marked by significant declines in profitability throughout much of our industry," said Stephen Green, the chairman of HSBC. "HSBC was not immune from the turmoil." The biggest losses came from the North American market, which the bank depends on for a quarter of its revenues. Operations there posted a first half loss of $2.9bn, compared with profits of $2.4bn a year ago. Results from operations in the Asia-Pacific, and particularly in the Middle East, however, weathered the storm, although Mr Green added that emerging markets would grow "with less momentum" than before. In the Middle East, economic expansion and robust consumption helped the figures across the board. Profits before tax from operations in the region grew 65 per cent from a year ago to $209 million, while revenues rose by 52 per cent. A statement from HSBC said the increase was fuelled by "higher net interest income from balance sheet growth and wider spreads in a falling interest rates environment". The UAE's booming property market helped HSBC more than double mortgage balances in the country. "Consumption rose as employment levels increased and low interest rates supported an ongoing expansion in credit," the statement added. HSBC contributed its 20 per cent increase in net interest income globally to substantial interest income growth in the Middle East, India and Indonesia, mainly due to a favourable interest rate environment. Net income from interest bearing products in the Middle East rose about 40 per cent from a year ago. "In the Middle East, credit card balances rose following the success of efforts to increase card holder spending and the number of cards in circulation," the bank added. The total number of credit cards in the region jumped 12 per cent during the first six months of the year to 1.3 million. In the UAE, HSBC increased its customer accounts to 20,658 by the end of June. That represents a rise of 12 per cent during the year and a jump of 35 per cent from a year ago. Despite the strong showing in the region, the overall results and outlook were greeted negatively by analysts. "There's some pretty negative news," said Alan Beaney, the investment head at Principal Asset Management in England, which manages $2bn including HSBC stock. "Asia is slowing as was to be expected, and the US took a hit." In the UK, "we are monitoring the mortgage market carefully", Michael Geoghegan, the group chief executive of HSBC told analysts in London. Credit quality on loans did not deteriorate in the first half, Mr Geoghegan said. The bank increased first half mortgage lending in the UK as other lenders pulled back, he added. HSBC's profit in Hong Kong was hurt by "significant falls" in share prices, which reduced the value of the bank's investments, it said in the half-year report. Part of the blame could lie with Illinois-based Household International, a lender HSBC purchased in 2003 that elevated the bank to the unenviable position of biggest US subprime mortgage lender. * With Agencies business@thenational.ae

The White Lotus: Season three

Creator: Mike White

Starring: Walton Goggins, Jason Isaacs, Natasha Rothwell

Rating: 4.5/5

Election pledges on migration

CDU: "Now is the time to control the German borders and enforce strict border rejections" 

SPD: "Border closures and blanket rejections at internal borders contradict the spirit of a common area of freedom" 

Company%20profile
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The specs

Engine: 3-litre twin-turbo V6

Power: 400hp

Torque: 475Nm

Transmission: 9-speed automatic

Price: From Dh215,900

On sale: Now

The specs: 2019 BMW X4

Price, base / as tested: Dh276,675 / Dh346,800

Engine: 3.0-litre turbocharged in-line six-cylinder

Transmission: Eight-speed automatic

Power: 354hp @ 5,500rpm

Torque: 500Nm @ 1,550rpm

Fuel economy, combined: 9.0L / 100km

Key facilities
  • Olympic-size swimming pool with a split bulkhead for multi-use configurations, including water polo and 50m/25m training lanes
  • Premier League-standard football pitch
  • 400m Olympic running track
  • NBA-spec basketball court with auditorium
  • 600-seat auditorium
  • Spaces for historical and cultural exploration
  • An elevated football field that doubles as a helipad
  • Specialist robotics and science laboratories
  • AR and VR-enabled learning centres
  • Disruption Lab and Research Centre for developing entrepreneurial skills
The specs

Engine: 2.0-litre 4-cylinder turbo

Power: 240hp at 5,500rpm

Torque: 390Nm at 3,000rpm

Transmission: eight-speed auto

Price: from Dh122,745

On sale: now

Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

Company name: Farmin

Date started: March 2019

Founder: Dr Ali Al Hammadi 

Based: Abu Dhabi

Sector: AgriTech

Initial investment: None to date

Partners/Incubators: UAE Space Agency/Krypto Labs 

At a glance

Global events: Much of the UK’s economic woes were blamed on “increased global uncertainty”, which can be interpreted as the economic impact of the Ukraine war and the uncertainty over Donald Trump’s tariffs.

 

Growth forecasts: Cut for 2025 from 2 per cent to 1 per cent. The OBR watchdog also estimated inflation will average 3.2 per cent this year

 

Welfare: Universal credit health element cut by 50 per cent and frozen for new claimants, building on cuts to the disability and incapacity bill set out earlier this month

 

Spending cuts: Overall day-to day-spending across government cut by £6.1bn in 2029-30 

 

Tax evasion: Steps to crack down on tax evasion to raise “£6.5bn per year” for the public purse

 

Defence: New high-tech weaponry, upgrading HM Naval Base in Portsmouth

 

Housing: Housebuilding to reach its highest in 40 years, with planning reforms helping generate an extra £3.4bn for public finances

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2025 Fifa Club World Cup groups

Group A: Palmeiras, Porto, Al Ahly, Inter Miami.

Group B: Paris Saint-Germain, Atletico Madrid, Botafogo, Seattle.

Group C: Bayern Munich, Auckland City, Boca Juniors, Benfica.

Group D: Flamengo, ES Tunis, Chelsea, (Leon banned).

Group E: River Plate, Urawa, Monterrey, Inter Milan.

Group F: Fluminense, Borussia Dortmund, Ulsan, Mamelodi Sundowns.

Group G: Manchester City, Wydad, Al Ain, Juventus.

Group H: Real Madrid, Al Hilal, Pachuca, Salzburg.

The National's picks

4.35pm: Tilal Al Khalediah
5.10pm: Continous
5.45pm: Raging Torrent
6.20pm: West Acre
7pm: Flood Zone
7.40pm: Straight No Chaser
8.15pm: Romantic Warrior
8.50pm: Calandogan
9.30pm: Forever Young