india

Research Note: A Look at Emerging Market Financials

Download PDF: A Look at EM Financials K List of Interesting EM Banks: EM Banks EM banks are relatively more interesting compared to its DM counterpart, especially European and Japanese banks, that have become a collateral damage from negative interest rate policy. EM firms are heavily underleveraged compared to its DM counterpart. Banks in Indonesia,Continue reading “Research Note: A Look at Emerging Market Financials”

Lessons from Past Equity Market Responses During Periods of High Inflation

Download PDF: Market Responses During Periods of High Inflation Recent crisis in Argentina and Turkey have left me wonder, why does equity markets in local currency terms always corrects during periods of high inflation although in the medium-term corporates are able to maintain their margin through gradual increase of price of their products? My logicContinue reading “Lessons from Past Equity Market Responses During Periods of High Inflation”