Stock Markets

Sector Outlook, Hopes, Fears, and Top Picks. Sector Valuation Table and Inter-company Comparison. Individual Pharma Players: 2021 Fundamental Review.

In the last week of the year we expect a positive start in line with global markets after the new stimulus package is signed. We expect 1,1% which brings the year inflation to 14.4%. The total duration of the project is 36 month. Please note that, th...

Corporate capex lending should come into play in 2021, supported by meaningful policy rate cuts in 2020 (300 bps in March followed by two 50 bps cuts in September and November). Lending growth should surpass that of funding beefing up utilization rat...

On New Year’s Day 2020, I woke up on the shores of the White Nile, drove downriver of the Nalubaale Dam, and went tubing with my family. But Buddha in Africa goes far beyond the local context of Malawi. More recently, Atif Mian, a world-renowned econ...

The CBRT under the leadership of the new Governor, Naci Agbal, continued to tighten its policy stance today by hiking the one-week repo rate from 15% to 17%, exceeding the Bloomberg consensus for a 150bps hike. The decision follows a 475bps hike on 1...

We expect a 100 bps rate hike while the market expects 150bps. Inflation is Turkey's most serious macro problem, hovering around 14%, alot higher than EM peers like,. This could be one last chance to bring down inflation in a sustainable manner to sm...