Italian Banks - Its Not Prince Spaghetti Day
Capital forbearance, share buybacks, and M&A activity while fun to talk about are not realistic scenarios for the Italian banks. Deutsche and...
536 Views
Global Equity Strategy: EU and UK Financial Stocks Are Attractive
Our outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains positive and we continue to expect higher equity prices going forward. ...
753 Views
MSCI ACWI Ex-U.S. Breaking Topside Its Downtrend: Europe & The UK Look Attractive
The MSCI ACWI ex-U.S. is breaking topside its nearly 14-month downtrend and above key resistance. The move is being fueled by improvements...
737 Views
European Banks: Little Delight From Turkey
Turkish exposures are manageable, but pressure on profits is likely.Turkey's rapid economic growth was fuelled by a surge in credit, with Turkish...
473 Views
Turkey Crisis Reflects Dollar Liquidity Peak...
‘Despite the local market looking historically cheap after collapsing 60% in USD terms since the coup attempt, Turkey remains a key external...
505 Views