The World of Banking is Becoming Ever More Polarized
The polarization of the worldâs banks is gaining momentum. The lumbering, large, globally systemically important banks are increasingly forced to...
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China: Short-term stabilization possible but underlying fault lines remain
Mark and JP once again highlight the fault lines that run through what they consider to be the most vulnerable part of the listed Chinese corporate...
389 Views
Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
387 Views
CHINA: Reform & Omnipotence Myths Dispelled
âPay no attention to that man behind the curtainâ - Wizard of OzThe nature and scale of Beijingâs reaction to the bursting of the China equity...
447 Views
A Roadmap of the EM Bear Market and Three Myths about the China Bull Market
Let me begin by revisiting the road map for the bear market in EM equities which I first outlined in my role as EM equity strategist for Deutsche...
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