Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
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Reserve Bank of India – Nothing Changes
RESERVE BANK OF INDIA: New proposed dividend cap on Nonbank financials companies, while trying to rein-in systemic risk, is laden with loopholes.
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EM Banks: Screening for Value and Resilience
We highlight 5 EM banks we see as standouts on our bank screens, Credicorp, Banco do Brasil, Banorte, Sberbank and Garanti. EM investors reduced...
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RBI’s IWG Recommends Foxes Be Put in Charge of Chicken Coops: Cites Foxes’ Experience & Expertise
“What is the robbing of a bank compared to the founding of one?” – Bertolt Brecht. If RBI's IWG recommendation is accepted it will institutionalise...
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Reserve Bank of India – How Simple Becomes Really Complicated
RESERVE BANK OF INDIA: New Just when we thought Indian banking couldn’t get any muddier, the Reserve Bank of India (RBI) released its Report of the...
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