Global Equity Strategy: Buy Energy & Financials; EM Improving
We are seeing rotations back into risk-on areas of the market (Energy & Financials), a bullish sign for global equities. We are bullish and we...
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Yandex Offer for Tinkoff – TechFin M&A Driven by Quest for Greater Scope, and Brazil “read-Across”
$yandex offer for Tinkoff values the Russian digital bank at 2021E PBV ratio of 2.8x and 2021E PE ratio of 10x We believe that the Yandex-Tinkoff...
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The Russia Resurgence
Russian allocations among EM active funds are at their highest levels in 3-years. The Russian overweight stands at +1.23% above benchmark, the...
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