Hang Seng and MSCI China Bottoming -- Add; Europe Still Leading; Shift From U.S. To Non-U.S.
We remain neutral on global equities $ACWI and expect rangebound price action in the months (possibly year) ahead. Specific $ACWI trading range we...
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Piraeus: Goodbye 2020, Hello Sunrise
Piraeus struggled in 2020 and news of a capital increase have clobbered shares. We do though see deep value over the long-term - if they execute on...
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Greek Banks: It's All About "HAPS" And that Requires Risk Appetite
In this insight, we take a look at Greek banks and place them in the context of an improving pre-COVID 19 economy, a supportive post-COVID-19...
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European Banks at Q119: Big Banks, Greek Banks...a Quantamental Evaluation
We take a look at a sample of European banks at Q119, and score them by financial strength (FUN), by trends and value-quality (PH Score) and by...
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City Dionysius – More Greek Tragedy
* Greek bank problems may be worse than current disclosures suggest;* Brinksmanship of IMF and ECB likely will cause unnecessary global market...
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