2020 High Conviction: PKO - Not as Toxic as It Seems
We have been pretty negative on Polish banks this year: Polish Banks: Latest Fundamental Trends and Valuations Instil Caution . There are some...
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EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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PKO Bank Polski: Qualitative Signals Are Strong
Pko Bank Polski Sa (PKO PW) is an improving fundamental narrative of robust interest and non-interest income, wider margins, strong liquidity,...
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