About Matein Khalid
Recent Posts by Matein Khalid:
Currencies – King Dollar devastates emerging markets currencies The British pound fell below 1.30 last week as investors were horrified by another Tory revolt
Market View – Barclays, Big Bang and the City of London When will Barclays rerate? Not now.
Macro Ideas – Time to go bottom fishing on the Bosphorus for Turkish shares? Free fall in the Turkish lira and sovereign debt
A lowdown on the Abraaj Capital saga US fund Colony Capital had earlier agreed to buy some of its key funds
GCC Focus – Saudi Arabia and the new economics of crude oil The impact of the Saudi oil policy shift in real time on my Bloomberg screen
Strategy ideas and macro risks in the Indian stock market The emerging markets convulsions in May were compounded by the political shock for the BJP in Karnataka
Market View – Will a shift in OPEC and Russian output policy mean $56 Brent? Emerging market currencies and industrial commodities suggests a deflationary chill
Market View – The coming emerging markets meltdown The world is on the brink of yet another emerging market meltdown whose twin epicenters are now Istanbul’s Bosphorus and the Argentine pampas
Market View – The Federal Reserve and the rise in inflation risk Core inflation will continue to accelerate this summer and autumn
GCC Focus – Saudi Arabian equities are global winners in 2018! Saudi Arabian equities have become the world’s second best performing stock market in 2018
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