Global Banks: Any Takers for the Unloved?
We are on the hunt for banking assets with poor technical momentum, strong fundamental trends, and cheap valuations.We drill into detail to find...
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Turkish Banks: Has the Rubicon Been Crossed?
The answer largely depends on what the metaphor implies. While the recent sharp devaluation in TL has surely exacerbated the structural problems in...
476 Views
Turkey Crisis Reflects Dollar Liquidity Peak...
‘Despite the local market looking historically cheap after collapsing 60% in USD terms since the coup attempt, Turkey remains a key external...
302 Views
HSBC Holdings – Credit Costs In Turkey, Argentina Can Cause Group Credit Costs To Rise 3-4x
Under new IFRS 9 accounting analysts are in a totally new environment with the devaluation in Turkey and Argentina. There will be other impacts...
301 Views
Turkey - Legging Down
* Following up on his sweeping cabinet changes on Tuesday, July 10, 2018, President Erdogan has also accelerated his push to engineer a full blown...
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