VTB Bank: The Dividend Is at Risk but a Greater Risk Is Not To Be Invested
Shares in Vtb Bank Pjsc (VTBR RM) are cheap and trade as a short-dated bond or no-growth stock given the bank's rich strategic franchise within a...
136 Views
Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
759 Views
Russian Assets to Benefit from Higher Oil Prices and Busy US Congressional Agenda
The recent softening of the Fed’s monetary stance and hopes that the US and China should reach a new trade agreement in March have boosted demand...
423 Views
Global Bank Rankings: Top to Bottom
We use risk-adjusted VFM rankings to pinpoint opportunity across the global bank landscape. Our universe here is >500 listed bank shares.VFM is...
393 Views
Global Banks: Where Is the Opportunity?
We analyse >500 global banks and screen them for valuation, fundamental progression, and negative technical momentum. VFM. For valuation, we use...
418 Views