FinTech & Financial Investment Themes 2021
Our key 2021 investment themes and ideas in EM and S Europe banks, exchanges and data providers, digital payments companies and digital wealth...
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Exchanges: Life Beyond Trading
In this report, we look at how global exchanges are positioning themselves to diversify revenue streams beyond the traditional Select exchanges in...
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"Delisting Deceitful Chinese Companies Act" (Update): Purgatory, Subtexts, and Laughing to the Bank
Several weeks ago, I published an Insight titled "Delisting Deceitful Chinese Companies Act" Not a Slam Dunk and Has More Bark Than Bite if It...
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Oil – Trying To Get Dislocation Under Control
* Oil Price Dislocation Continues: Last week, US West Texas Intermediate (WTI) crude futures closed at a negative USD 37.63 per barrel (bbl) [yes,...
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US Financials: Banks Overhang, Capital Markets Gain.
US Financials allocations continue to drift lower, however they remain widely held among active managers. Banks are the key driver behind the move,...
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