Gemcorp Capital

The case for investing in Saudi Arabia
  • 8 days ago

Saudi Arabia is rapidly evolving into a dynamic and diversified economy, benefiting from strong reform momentum, favorable demographics, rising foreign direct investment, and a government committed...

Commodity Watch: Hot Dogs and the case for ABF
  • 10 days ago

Behind the picnics and barbecues, the pageants and festivities sits a sophisticated supply chain that seamlessly delivers our food. Meat must be procured, casings secured, and products distributed.

Navigating opportunities, myths and strategies in EM Private Credit
  • 13 days ago

Unmasking the Potential provides a thorough overview of the emerging market private credit asset class, fleshes out the opportunities and takes a deep dive into how the asset class is perceived by...

Commodity Watch: Fragmentation, restriction and the flow of commodities
  • 15 days ago

Trade restrictions on commodities have increased price uncertainty and volatility. For one, commodities are trading at different prices in different geographies.

Commodity Watch: Is Fracking Cracking?
  • 21 days ago

The first commercial fracking job in 1947 used a 75-horsepower (hp) pump and produced 3.5 bbls/minute (barrels per minute). Today, a typical job uses 5000hp+ (I’ve felt the power of those pumps) an...

Gemcast Episode 2: The world of commodity backed private credit
  • 23 days ago

In episode two of Gemcast, Ahmad Al-Sati, Portfolio Manager at Gemcorp Capital introduces commodity backed private credit.

Commodity Watch: Heterogeneity
  • 27 days ago

Fires move fast. Moderate winds can drive them to 3-6 miles/hour. At that speed, Manhattan would be consumed in under 8 hours if it were a forest. Bad things happen quickly, but there are mitigants...

Gemcast Episode 1: Niche, global or both, the future of private credit
  • 1 month ago

In episode one of Gemcast, Felipe Berliner, Co-Founder and Head of Structuring at Gemcorp Capital discusses the future of private credit.

Commodity Watch: The long bond goodbye?
  • 1 month ago

A tepid auction of the 20-year US government bond on May 21st added to investors’ concerns about higher debt and persistent inflation. Granted, the 20-year is not popular (it was shelved from 1986...