Summary Risk premiums are improving in emerging markets while assets trade at bargain prices. Globalisation is pushing financial infrastructure development and creating more investable equity opportunities across emerging markets, resulting in more IPOs across the...
Turkey: the Investors and the Government
Jul 22, 2018 | Politics, Research
It’s no secret that it has been a shaky year for emerging economies. The staple emerging economies of Brazil, China, and South Korea, have all posted largely underwhelming performance, with Turkey being no exception. Several factors have hindered – and will continue...
Broad Emerging Market ETFs – More Risk – Less Return
Jun 30, 2018 | Economics, Research
Emerging Markets Di-worsification In the search for portfolio diversification many investors like to shift their exposure outside of their domestic market. Financial planners have always talked about how owning too much of your own employer’s stock is a dangerous...
Contrarian Investors Eye FAANG’s Netflix
Jun 17, 2018 | Research
When it comes to investing in capital markets institutional and retail (individual) investors usually have contrasting opinions. Institutional investors claim superiority in "beating the markets" by talking about their models, investment theses backed by complex...
The Viability of Gene-Therapy Investing
May 27, 2018 | Pharma, Research
The pharmaceutical industry in some ways can be seen as rather cyclical. New diseases are discovered, new cures are discovered, the cures are patented, the drugs are sold, the profits go up, the patents expire, the generics come forth, the profits die down. The cycle...