- A guide to the middle east jigsaw
A guide to the middle east jigsaw
Tuesday 05 December 2017
Research / Market
"The change in leadership with the enhanced inclusion of young Crown Prince Muhammad bin Salman is also moving Saudi Arabia into a more aggressive stance in all relevant political issues."
Turkey shakes summer thin markets, but contagion risk is contained
“The domestic boom has been financed by private debt (mainly external debt). Well before this week’s crisis, Turkey was the most vulnerable country in our EM ranking”.
Global Investment Views - August 2018
"Concerns about trade continue to take centre stage. While US assets have so far been resilient amid escalating protectionist rhetoric, markets targeted by tariffs are under pressure."
Where will the next financial crisis come from? Are we ready to confront it?
"The world is not yet completely out of the 2007- 2008 financial crisis, but the risk of a new crisis already arises. The theme of “regime shift” (volatility, interest rate, inflation, etc.) has resurfaced, which led to a marked correction in financial markets in January – February."