Egypt on the brink
In the wake of what looks to be the second most deadly terror attack since 9/11 (the first being the horror that was Beslan), we look at theĀ local...
596 Views
The World of Banking is Becoming Ever More Polarized
The polarization of the worldās banks is gaining momentum. The lumbering, large, globally systemically important banks are increasingly forced to...
448 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...
416 Views
CHINA: Reform & Omnipotence Myths Dispelled
āPay no attention to that man behind the curtaināĀ - Wizard of OzThe nature and scale of Beijingās reaction to the bursting of the China equity...
481 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...
593 Views