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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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...
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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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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...
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Global Financials Positioning: Funds Hit Maximum Overweight - Rotate Out of USA, into EMEA/Asia
In this report, we look at financials positioning among global equity funds which, in line with global EM funds, are sitting at their highest...
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