DUBAI
Signs of a new financial storm for September coming from Dubai and Saudi Arabia
by Maurizio d'Orlando
06/01/2009
http://www.asianews.it/index.php?l=en&art=15402&size=A


Dubai calls on the Rothschild bank for help, perhaps out of desperation. In 
Saudi Arabia a Saad Group company defaults. US, European and Asian banks are 
struggling. The end of Ramadan in September might mark the start of an economic 
depression worse than that of the 1930s.

Milan (AsiaNews) - Rothschild's Dubai office has been retained by Dubai's 
Department of Finance for advice on the US$ 10 billion financial support fund 
(FSF) the emirate raised on the bond markets. 
Nakheel, the property development arm of Dubai World, was the first to benefit, 
but is likely to be the last of its kind because funds will be handed out on 
the basis of two criteria: urgency and strategic importance. 

In fact government-related corporations deemed essential for the long-term 
development of Dubai's economy will be eligible for FSFs. They include firms 
involved in infrastructure, transportation (ex. the Metro and Maktoum airport 
projects), aviation, ports, shipping and tourism. Banking might be included and 
the Rothschild guidelines might be flexible with regard to real estate.

This said Rothschild is not getting directly involved but will act through 
commercial banks in which it has equity or has connections with, like JP Morgan 
and other ones. Moreover, through the same commercial banks, Rothschild has a 
say, and a powerful one, over the Federal Reserve Bank of New York (FRBNY). 

 By law the latter plays a key role in the Federal Open Market Committee (FOMC) 
and thus has a crucial role in making key decisions about interest rates and 
the US money supply.

Through the FRBNY Rothschild is in a privileged position to influence US 
monetary policy and shaping US monetary supply, crucially important since the 
US dollar remains the main reserve currency in the world.

Dubai's choice is also part of a ongoing dispute between the Saudis and the 
Emirates over the location of the single central bank of the Gulf States and 
what direction to give it.

The United Arab Emirates (UAE), especially Abu Dhabi, has recently put the 
brakes on the whole thing, and in the short run no solution seems to be in 
sight. 

The Saudis are considered too close to the United States and thus indirectly to 
Israel. Gulf States, especially the UAE, favour a Euro-Asian axis that runs 
from China to Russia that includes Germany, a relationship best illustrated by 
Opel's sale to the Austro-Canadian Magna group, which stands in for the Russian 
state bank Sberbank. 

The Rothschild family has have been closely associated with the Zionist 
Movement. The 1917 Balfour Declaration was in fact addressed to Lord Rothschild 
in which the British government committed itself to the establishment in 
Palestine of a national home for the Jewish people.

By choosing this banking group, Dubai is distancing itself from the other 
emirates, perhaps out of desperation.

But the Saudis too are facing their own serious problems. The Saad Group, which 
is linked to The International Banking Corp (TIBC) and the Ahmad Hamad 
Algosaibi & Brothers Co, is in difficulty.

Saudi Arabia's central bank has frozen all the accounts of Saad chairman, Saudi 
billionaire Maan al-Sanea, who owns 2.97 per cent of the HSBC Holdings Plc, 
Europe's largest bank based in London. 

Once known by its full name of Hong Kong & Shanghai Banking Corp., HSBC 
Holdings Plc is also one of Asia's main banks.

The decision by Saudi Arabia's central bank comes after an Algosaibi-owned 
company defaulted on a billion dollar debt. 

Maan al-Sanea's Saad Investment Co. had also received a US$ 2.82 billion loan 
from a group of 26 European, US, Asian and Arab banks in 2007.  

Such troubles might be a sign of more bad things to come for the banks, 
especially those in Europe and to a lesser extent in Asia. 

Conversely, although US banks were hit by the subprime credit crisis in real 
estate, they are not that involved in emerging markets and eastern Europe. 

As in the spring of 2008 when the first signs of the coming September financial 
storm were visible, today's signs, albeit not front page news, might herald 
another major storm this fall.  

But this year's crisis could be worse than last year's because of the multiple 
points of origin. In addition to the weak situation of the US Federal Reserve, 
whose financial commitments in support of the US banking system are equal to 
the total US GDP, European banks could go in tilt because of their exposure to 
emerging markets whilst those of Asia (especially Japan's and China's) could 
suffer because of Asian economies' heavy reliance on now declining exports.

As for Dubai real estate values in the city-emirate have dropped by 50 per cent 
since before the crisis[i]; insolvencies here and across the Gulf region are 
rising. 

At the same time two contradictory trends appear to be coming together. On the 
one hand, we see that "creata ex nihilo"[ii] e-money might lead to 
hyper-inflation; on the other, collapsing prices in real goods could lead to 
deflation and an economic depression worse than that of the 1930s. 

Indeed in Dubai many expect the next storm to hit at the end of Ramadan, 21 
September.

[i] According to AsiaNews's own sources, the drop in real estate values could 
actually be higher, of the order of 60 to 70 per cent.

[ii] Such an almost blasphemous expression refers to money created by 
accounting decisions and practices made by existing computerised banking 
methods and which do not reflect actual available goods.


Head of Dubai's finance department pulled from job
By ADAM SCHRECK
DUBAI, United Arab Emirates
http://www.businessweek.com/ap/financialnews/D9897P800.htm
Dubai has pulled its finance chief from his post, sidelining a key member of 
the Mideast business hub's economic crisis management team as it struggles to 
put its finances in order.

The official state news agency WAM announced the surprise removal of Finance 
Department Director-General Nasser al-Shaikh in a brief statement Monday night. 
No reason was given for the change, which was attributed to a decree issued by 
Dubai ruler Sheik Mohammed bin Rashid Al Maktoum.

Al-Shaikh could not be reached, and government officials did not immediately 
comment on his removal Tuesday.

He will now serve as assistant director for external affairs to the ruler's 
court.

Al-Shaikh, who also chairs Dubai-based mortgage provider Amlak Finance and 
property developer Deyaar Development Co., had gained respect among many in 
Dubai's business community for his understanding of the looming financial 
challenges facing the Persian Gulf city-state.

As head of the finance department, he played a role in drafting the sheikdom's 
2009 budget, which called for a 42 percent increase in public spending to help 
offset a sudden slump in the local economy after years of double-digit growth.

The stimulus package was meant to help Dubai navigate through the global 
financial crisis, which brought to a rapid end a years-long property boom 
fueled by easy credit and high levels of government-linked debt.

Al-Shaikh also helped engineer a $20 billion bond issue plan Dubai launched 
earlier this year to help it pay off some of the $80 billion in debt owed by 
the state and its vast network of government-linked companies.

The first $10 billion of bonds to be issued were bought by the Emirates' 
central bank -- a move widely seen as a federal government bailout. Dubai is 
one of seven semiautonomous emirates comprising the United Arab Emirates.

Last month, al-Shaikh announced that the finance department had hired British 
investment bank Rothschild to help the government manage and distribute the 
bond funds through an "independent and rigorous process of qualification and 
oversight."

WAM reported that al-Shaikh has been replaced by Abdul Rahman al-Saleh. 
Al-Saleh was previously executive director of corporate affairs at Dubai 
Customs.

Battle with sheikh's adviser led to fall of Dubai finance minister
By Simeon Kerr in Dubai 
Published: May 20 2009
http://www.ft.com/cms/s/0/d317831a-44d5-11de-82d6-00144feabdc0.html?nclick_check=1

The shock removal of Dubai's de facto finance minister this week came as the 
result of an internal battle between him and a senior adviser to Dubai's ruler, 
Sheikh Mohammed bin Rashid al-Maktoum, officials indicated yesterday.

The vacuum of information surrounding the departure of Nasser al-Shaikh, 
Dubai's department of finance chief, has set the Dubai rumour mill alight. But 
senior Dubai officials yesterday said he had fallen foul of a senior adviser to 
Sheikh Mohammed as Mr Shaikh gained a higher profile through his efforts to 
combat the effects of the global economic crisis.

Mr Shaikh, along with Omar bin Sulaiman, Dubai International Financial Centre 
governor, has recently led efforts to stem the crisis that has engulfed the 
emirate as its real estate market crashed and the global recession slowed other 
core elements of the economy, from trade to tourism.

They had been leading the disbursement of the $10bn United Arab Emirates 
central bank bail-out loan, half of which has already gone to meet delayed 
contracting invoices, with the rest going to a special fund to be set up over 
the next months by Rothschild to extend funding to other cash-strapped entities.

Mr Shaikh, who had said Dubai was expected to raise the second half of its 
$20bn (?.7bn, £13bn) bond programme later this year, helped rebuild trust with 
the banking community after other officials last year played down the impact of 
the crisis, even as house prices slumped and redundancies increased.

Philipp Lotter, a Moody's credit analyst, said the agency would seek 
"confirmation that [Mr Shaikh's replacement] re-mains committed to the 
government's supportive policy towards its related entities, as this is an 
important pillar of our ratings in Dubai".

Bankers, who are playing an increasingly important role in the economic future 
of Dubai as it seeks to refinanceits $75bn-plus debt pile, also reacted with 
concern over the credibility of the department of finance.

Abdulrahman al-Salem, the new finance director, told Arab channel Al-Arabiya's 
business website yesterday he was fully aware of the challenges facing Dubai, 
and how to address them, saying he would work with government departments to 
find solutions.


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