John Walsh


Equity Strategist @ Alfa

John joined Alfa-Bank in October 2016 as Chief Research Editor and was promoted to Equity Strategist in March 2019. Prior to Alfa-Bank, John worked at URALSIB Capital as Chief Research Editor, joining the team in May 2005. John holds a BA of Business degree from University College Dublin.

John Walsh
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Latest articles from John Walsh

Weekly Radar – Will global headwinds stall advance in Russian equities?

Russian stocks maintained a weekly outperformance trend. US Senate agrees infrastructure bill draft. Russian cyclical stocks look well supported.
Alfa John
John Walsh @ Alfa 3 August 2021

Weekly Radar: US Fed faces conundrum this week

Last week was one of mixed fortunes for global equity markets: After opening sharply lower on Monday due to the spread of the Delta variant of Covid and worries over inflation, stock markets led by the US and Europe found momentum supported by stella...
Alfa John
John Walsh @ Alfa 27 July 2021

Weekly Radar – Delta jitters trigger selloff

Russian stocks face an uphill battle this week: The selloff on global markets is deepening today on intensifying concerns over the spread of the Delta variant of Covid, with inflation worries adding to the pessimism. Fundamentally, the UK may provide...
Alfa John
John Walsh @ Alfa 20 July 2021

Weekly Radar: Equities lack direction ahead of potential market moving events

Risk-off prevailed last week as China dictated market direction: Riskoff sentiment prevailed throughout global markets for much of last week, as investors worried that the more infectious Covid-19 strain could derail economic recovery. China was the ...
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Boris Krasnozhenov @ Alfa 13 July 2021

Weekly Radar: Positive macro data a double-edge sword with focus on FOMC minutes

Mixed outlook for Russian stocks this week: Positive Global markets have had a solid start to the second half of the year and markets have opened this week with tentative gains. Strong US macro indicators are also proving to be double-edged swords; w...
Alfa John
John Walsh @ Alfa 6 July 2021

Weekly Radar – Traders dial back reflation bets as new Covid variant spreads

Defensive and growth stocks coming back into demand as cyclical and value stocks come under pressure: There is a mixed outlook this week with market-moving macro data to come from China and the US. But one clear thing, however, is that the surge in t...
Alfa John
John Walsh @ Alfa 29 June 2021

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