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President Xi Jinping: His Own Man
Who is President Xi? How does he differ from his predecessors? What could his leadership mean for China and the[…]
Only the Loan-ly: What You Should Know About Loan-Only Structures
Critics caution that loan-only structures leave senior-loan investors vulnerable because there is no subordinated debt. This, they say, can mean[…]
My Generation: What an Aging Population Means for Bank Stocks
It’s no secret that people are living longer. Falling fertility rates indicate that, on average, global populations are getting older.[…]
London Office Property Prices – Going Over the Cliff?
London office property prices have stayed surprisingly high since the ‘Brexit’ vote in mid-2016. A recent rise in vacancy levels[…]
Is Retail Exposure a Problem for CMBS?
It’s no secret that the retail sector has been under a lot of pressure. Retailers are facing significant headwinds, including[…]
Five Reasons Why China is Unlikely to Devalue the Renminbi
For years, President Trump has accused China of purposely devaluing the renminbi to boost exports. With trade and political tensions[…]
Fed Watch: Things Could Get Interesting
The Federal Reserve Open Market Committee is set to release its press statement on December 19. I will be watching[…]
Fed Watch: All Eyes on Yellen
This week’s Federal Reserve Open Market Committee (FOMC) meeting will be anything but boring. The Federal Reserve seems eager to[…]
Turkish Referendum: Local Markets Rally, But For How Long?
So far, the market’s reaction to Turkey’s historic referendum on the adoption of a national presidential system on April 16[…]
Turkey’s Back in the Headlines: What This Could Mean for Turkish Banks
With the latest crisis in Turkey, Turkish equities have come under pressure and Turkish bank stocks are looking cheap. Do[…]
Don’t be Fooled by the Rally: Turkey Remains Under Pressure
The crisis in Turkey is rapidly evolving, with new developments emerging every day. Turkish assets sold off significantly from August[…]
Diamond Jewelers, Gold Coins and the Paradox of Indian Banking
Many of India’s state-owned banks are in trouble. This month the government is injecting $13 billion to help these banks[…]
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