The World of Banking is Becoming Ever More Polarized
The polarization of the world’s banks is gaining momentum. The lumbering, large, globally systemically important banks are increasingly forced to...
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Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
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CHINA: Reform & Omnipotence Myths Dispelled
‘Pay no attention to that man behind the curtain’ - Wizard of OzThe nature and scale of Beijing’s reaction to the bursting of the China equity...
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A Roadmap of the EM Bear Market and Three Myths about the China Bull Market
Let me begin by revisiting the road map for the bear market in EM equities which I first outlined in my role as EM equity strategist for Deutsche...
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A Kurdish conundrum & Egypt faces the ghosts of Algeria
Below are some thoughts on the current situation in Turkey re: the Kurdish flare up, the likely outcome of which will be an AKP majority...
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