The military battle to free Mosul, one of Iraq’s biggest cities, from Isis, is leading to a significant resurgence in valuations on the Iraq Stock Exchange, according to Malta based manager FMG. “The Iraq Stock Exchange started a decline when Isis conquered Mosul back in June 2014,” the manager said in a note sent to […]
Michael Hulme, manager of Carmignac’s Portfolio Commodities fund believes that after the difficulties of the past twelve months for the energy sector, that the supply reduction from US shale names will be sufficient enough to push oil upwards in 2016. “We consequently believe we will see a noteworthy rebound in oil prices as we progress […]
Geoff Blanning, head of Commodities at Schroders believes that after five years of declines, the commodity bear market is long in the tooth and that he certainly expect bullish surprises, when they occur, to trigger strong recovery rallies in 2016 and beyond. Commodity investors suffered in 2015 as major headwinds continued, primarily the strengthening dollar and […]
Jan Dehn, head of Research at Ashmore, discusses how the remaining downside risks in Brazil moved a little closer last week. In Turkey, President Erdogan’s strategy of going to war to restore his parliamentary majority is working so far. Argentinean Economy Minister saves President Cristina’s blushes and opens the door for presidential candidate Daniel Scioli […]
Rowan Dartington Signature’s Guy Stephens looks at the geopolitical conflicts making a mark on global markets as September proved to be a volatile month. September was a very volatile month, as can often be the case. It experienced the highest close on the FTSE-100 this year at 6904.86 on the 4th before dropping to the lowest […]
Societe Generale analyses possible scenarios for oil price, stock markets and European equities on the back of Syrian tensions.