We’re joined once again by Beth Morrissey of Kleiman International Consultants to unpack Trump’s tariffs, dollar dominance, and the latest wave of EM debt restructurings. Why is EM unique, and what can history teach us about today’s turbulence?

We also dive into her new book, Emerging Economies and Financial Markets-A Career-Tested Approach to Analyzing the Markets

🔗 Follow Beth’s work:

📰 Substack → Kleiman International
🐦 X (Twitter) → @KleimanIntCon

🎧 Related Episodes on Emerging Markets:

• Pyramids of Pressure: Egypt’s Economic Balance
• Trade War 2.0: BRICS on the Brink in 2H25
• Counting the Cost: Inside Syria’s Economy

📱 Follow Majlis & Markets
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Are your stocks really halal? In this episode, we sit down with Saad Malik, co-founder of Zoya, to unpack the realities of halal investing.

From stock screening and Shariah standards to Islamic ETFs, fintech, and the future of the Islamic economy, this conversation explores the opportunities — and challenges — facing Muslim investors today.

🌐 Zoya: zoya.finance | Download the app
🐦 Saad Malik: https://x.com/SaadMalik

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📩 Contact: hassan@majlisandmarkets.com

⚠️ Disclaimer: This episode is for informational purposes only and does not constitute financial advice. Always do your own research before investing.

In this episode, we sit down with Robert Mogielnicki, Senior Resident Scholar at the Arab Gulf States Institute in Washington (AGSIW), to unpack the political and economic forces shaping the Gulf.

We discuss the region’s economic diversification journey, the influence of political dynamics on decision-making, and the role of international capital, as well as Gulf relations with China, Russia, and the U.S.

From Kuwait’s investment landscape to currency pegs, and from energy dependence to future economic strategy, this conversation offers a detailed look inside the Gulf’s political economy and diversification.

A Political Economy of Free Zones in Gulf Arab States (2021): https://link.springer.com/book/10.1007/978-3-030-71274-7

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📩 Contact: hassan@majlisandmarkets.com

In this episode, we reconnect with Odilbek Isakov, Managing Partner at Infrasia Capital and former Deputy Minister of Finance of Uzbekistan.

Since launching market reforms in 2017, Uzbekistan has opened up to foreign investors, embraced privatisation and begun reshaping its banking and financial landscape.

But can the momentum last?

In this episode We unpack:

• The state of Uzbekistan’s reform agenda in 2025
• What global politics (including Trump tariffs and BRICS shifts) mean for Tashkent
• The outlook for debt management, sukuk issuance and Islamic finance
• How fintech, crypto and banking are evolving

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📩 Contact: hassan@majlisandmarkets.com

👍 Like, subscribe and stay updated on the latest episodes covering Islamic finance, sovereign capital, global markets and more.

Sovereign Wealth Funds are quietly reshaping global finance, deploying trillions, navigating geopolitical tensions, and investing across everything from oil and AI to ESG and infrastructure. But what are they really doing in 2025?

In this episode, Diego Lopez of Global SWF shares what’s happening behind the scenes, from the Gulf and Southeast Asia to emerging funds in the OIC and beyond. We cover transparency concerns, the impact of de-dollarisation, rising debt levels, and where sovereign capital is flowing next.

Global SWF-https://globalswf.com/

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📩 Contact: hassan@majlisandmarkets.com

#SovereignWealthFunds #SWFs #GlobalSWF #IslamicFinance #MajlisAndMarkets #Investing #GCC #MiddleEastFinance #PIF #Mubadala #ADIA #QIA #Kazakhstan #Malaysia #OIC #ESGInvesting #DeDollarization #AIInvesting #EmergingMarkets #Geopolitics #StateCapitalism #HalalInvesting #OilMarkets #PrivateMarkets #GlobalFinance #InstitutionalInvesting #LongTermCapital

In this episode, we interview Rafi-uddin Shikoh, CEO and founder of DinarStandard, about his journey in the Islamic economy sector.

We discuss Rafi-uddin's background, the impact of 9/11 on his career, and the inception of DinarStandard.

The conversation explores the current state of the Islamic economy, the challenges and opportunities within Islamic finance, and the future of the halal market.

Rafi-uddin shares insights from the latest State of the Global Islamic Economy report, highlighting consumer trends and market opportunities.

Access SGIE 2024/2025 report-https://salaamgateway.com/reports/the-state-of-the-global-islamic-economy-sgie-202425-report-2

DinarStandard-https://www.dinarstandard.com/

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📬 Feedback or ideas? hassan@majlisandmarkets.com

In this episode, we speak with geo-economics analyst Rachel Ziemba about trade policy shifts, BRICS fractures, China’s trade outlook, de-dollarization, and what investors should watch in the second half of 2025.

🔗 More from Rachel Ziemba:
Website → https://ziembainsights.com
Summer reading → https://rziemba.substack.com/p/summer-reading-weaponized-economy

🎧 Listen & Watch:
YouTube → https://www.youtube.com/@MajlisMarketspod
RSS → https://majlisandmarkets.buzzsprout.com

🕒 Timestamps:
00:00 – Introduction and Guest Introduction
05:30 – Globalization: A New Era?
10:36 – BRICS Achievements and Future Prospects
15:49 – Tariffs and Trade Dynamics
20:52 – Comparative Advantage and Economic Policies
28:59 – China's Economic Landscape and Trade Dynamics
37:10 – De-dollarization and Global Currency Trends
43:46 – Emerging Technologies and Payment Systems
54:12 – Market Reactions and Future Predictions

📱 Follow Majlis & Markets:
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#MajlisAndMarkets #RachelZiemba #TrumpTariffs #BRICS #GeoEconomics #2H25 #GlobalTrade #DeDollarization #TradePolicy #ChinaEconomy #MarketOutlook #EmergingMarkets #Macroeconomics

Why does Islamic finance still struggle with standardisation, accessibility, and product credibility?

In this episode, we speak with Ijlal Alvi, CEO of International Islamic Financial Market (IIFM) about what’s really holding the industry back.

We talked on topics from the overuse of tawarruq and the lack of unified Shariah standards, to why retail sukuk remain out of reach. We also cover IIFM’s mission, milestones, and the future of Islamic capital markets.

Latest IIFM sukuk report-https://www.iifm.net/sukuk-reports

🕒 Timestamps:
00:00 – Introduction to Islamic Finance and Guest Background
06:16 – Early Exposure to Islamic Finance
11:59 – Role and Mandate of IIFM
15:08 – Achievements of IIFM
18:00 – Challenges of Harmonisation in Islamic Finance
23:31 – Importance of Standardisation in Islamic Finance
26:18 – Critiques of Islamic Finance Instruments
26:58 – Challenges in Islamic Finance Assets
29:18 – Critiques of Islamic Finance Practices
31:20 – Liquidity Issues in Islamic Finance
32:56 – The Need for Islamic Financial Benchmarks
34:03 – Sukuk Market Trends and Developments
40:11 – Impact of Geopolitical Factors on Sukuk
44:24 – Sharia Standard 62 and Its Implications
47:37 – Emerging Technologies in Sukuk Issuance
49:15 – Retail Sukuk and Accessibility
51:03 – Future Projects and Developments in Islamic Finance

📲 Follow Majlis & Markets:
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#IslamicFinance #IIFM #Tawarruq #RetailSukuk #ShariahCompliance #HalalInvesting #FaithBasedFinance #Sukuk #IjlalAlvi #MajlisAndMarkets