Sberbank: The Beast from the East
Sberbank of Russia PJSC (SBER LI) and VTB Bank PJSC (VTBR LI) command Earnings Yields of 14.4% and 16.5%, respectively. On a Franchise Valuation...
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EM Managers - Most Avoided Stocks
• The 830 stocks in the benchmark MSCI Emerging Market Index all represent legitimate investments for global EM active managers. Whilst publicly...
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Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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Money Matters: King Cnut and the PBOC.
King Cnute (995-1035) is largely recognized as one of the most effective of kings in the Anglo-Saxon period. His name is most often associated with...
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Money Matters: Turkey on the Brink?
Inflation data released in Turkey today is not encouraging. PPI rose nearly 3% MoM and now stands at 9.94% YoY. Oil price inflation will likely...
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