The USD index has risen by 5% so far this year. Comparing banks' net foreign currency position with the over/(under) valuation of currencies against their REER fair values allows us to identify banks offering the best hedging potential. Looking at th...

The Pfizer announcement on 5 November that its its anti-Covid "Paxlovid" pill cuts hospitalisation risk by 89% if taken within 3 days of the symptoms should provide another boost to the prospects for tourism recovery in emerging markets. This follows...

AMD, MRVL, XLNX, STM, MPWR, ON, ENPH, SEDG, FSLR, RUN, SPWR, CSIQ, SOL, ODFL, JBHT, KNX, LSTR, SAIA, SNDR, ARCB, MRTN, PTSI, YELL,  

Banks in Poland, Bangladesh and Pakistan to get the biggest profit boost as monetary policy tightens... Higher demand as Covid-19 lockdowns ease, allied to supply-chain issues, are driving up global inflation. Banks can be key beneficiaries of rising...

For ease of reference, we present the results of our analysis at the country level in this report. Greek banks' bottom-line is most sensitive to higher margins; their current margins and profitability remain depressed. But since profit is smaller tha...

Food and education price growth drive the faster inflation print at 0.6% in September. CPI accelerates to 6.3% y/y in Q3 but still below 6.7% posted in pre-crisis 2019.