EM Banks Through the Credit Quality and Value Lens
Our 2Q20 screens reveal the wide range in cost of risk amongst EM banks We screen for banks that are well capitalised and have ”kitchen sinked”...
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Yandex: Moves to Top Russia Overweight
Ownership levels in Yandex hit all-time highs in EM active portfolios Yandex (YNDX US) overtakes Sberbank Of Russia Pjsc (SBER LI) as top...
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HDFC Bank: Finely Balanced
HDFC Bank (HDFCB IN) is a well owned stock among global EM active managers. Of the 250 funds in our analysis, 44.6% hold a position at an...
294 Views
Emerging Market Banks: Measuring Their Response and Resilience to the Tougher Credit Quality Outlook
Banks in EM need to be prepared for the deteriorating credit quality outlook, as the Covid-19 driven contraction in GDP growth and economic...
409 Views
Magnit PJSC : Mind the Gap.
Ownership levels in Magnit are depressed. Today's average weights and funds held % are at multi-year lows. Recent sentiment looks positive when...
304 Views