Matein Khalid explores the dramatic shift in the US stock market from growth/momentum to value shares. […]
The hunt for value in global equities Matein Khalid explores the dramatic shift in the US stock market from growth/momentum to value shares
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The View from Berkeley Square A mid-2017 update on the global listed sector
A mid-2017 update on the global listed sector. […]
Emerging markets: an update
Emerging market equities have been the darling asset class de jour in 2017, mainly in Asia and Latin America, despite the March FOMC rate hike, a US Dollar Index at or above 100 and a mini-swoon in crude oil after a Saudi-Russian output cut spat. Earnings growth (India/Thailand), a stabilized currency (China), policy reforms (India, […]
