European Banks: Little Delight From Turkey
Turkish exposures are manageable, but pressure on profits is likely.Turkey's rapid economic growth was fuelled by a surge in credit, with Turkish...
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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...
420 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...
295 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...
272 Views
Italian Election Likely to Severely Impact Financial Sector
* A Coalition Win Creates Numerous Problems: The German government likely will drag out the timeline for new Italian elections in order to guide...
102 Views