ACL Cables

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As hyperinflationary dynamics subside, the residual effect has unveiled a large dislocation in valuations. The risk premium attached to overall market valuations to diminish with a potential IMF agreement imminent. With the expansion in bottom line t...

Equities saw a ‘V-shaped’ recovery in May and June, largely driven by local participation, as foreign investors continued to exit. We highlight eight stocks which hold upside potential in the current environment coming from a mix of value and growth;...

Following a hiatus of two years, construction activity is set to rebound in 2020 with several elements lining up to spark growth. While there has been much talk around the rebound, we admit it does not mean it is “all good” for the sector in 2020. Si...

Equities’ recovery eases on short-term uncertainty; election-driven optimism to be revived in Q4. The valuation discount implies that the market continues to reflect the political and earnings risks after Easter attacks. Political risk-related premiu...