Turkey – On The Brink
*Military Flashpoint With Greece: In late July, a Turkish seismic exploration ship (“Oruc Reis”) was sent to Kastellorizo, an island on the Greek...
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Turkey – Grand Experiment Is Failing
*Backward, Not Forward: Turkey is fast becoming a frontier market. The rise of President Erdogan looks to threaten generations of wealth...
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European Banks: Balance Sheet Assessments in the Face of Adversity
In this report, we look at balance sheet strength and loan loss provisioning “readiness” and the planned EU pandemic recovery fund EU leaders have...
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European Banks – Paid to Lend
The European Central Bank (ECB) provided EUR1.3tr to banks at a negative interest rate, to promote, to push lending, to support economies,...
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State Bank of India: Likely AT1 Downgrade Already Priced-In
The downgrade of State Bank Of India's (SBIIN) US$-denominated Additional Tier 1 (AT1) bond by Moody’s Investors Service is almost certain....
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