Global Banks: The Last Song on the Dance Floor
In https://www.smartkarma.com/insights/global-banks-any-takers-for-the-unloved, we set out to pinpoint banking assets with poor technical momentum,...
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Global Banks: Any Takers for the Unloved?
We are on the hunt for banking assets with poor technical momentum, strong fundamental trends, and cheap valuations.We drill into detail to find...
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Turkish Banks: Has the Rubicon Been Crossed?
The answer largely depends on what the metaphor implies. While the recent sharp devaluation in TL has surely exacerbated the structural problems in...
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Turkey - Legging Down
* Following up on his sweeping cabinet changes on Tuesday, July 10, 2018, President Erdogan has also accelerated his push to engineer a full blown...
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Turkish Banks: A Painful Deleveraging Ahead
Orderly or disorderly deleveraging? If history is any guide, the aftermath of a private debt boom often results in slower consumption and GDP...
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