Global Banks: The Last Song on the Dance Floor
In https://www.smartkarma.com/insights/global-banks-any-takers-for-the-unloved, we set out to pinpoint banking assets with poor technical momentum,...
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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 - 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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Turkish Banks: A Painful Deleveraging Ahead
Orderly or disorderly deleveraging? If history is any guide, the aftermath of a private debt boom often results in slower consumption and GDP...
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