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MENA sovereign issuances set to decline y-o-y
Middle East and North African (MENA) governments are likely to issue less commercial debt this year as budget deficits improve…
Equity valuations may be high, but there are still opportunities for value investors
Goldman Sachs Asset Management says equities internationally might be getting too expensive, “but there are still select opportunities for value…
Turmoil in Western markets could give EM a chance to shine –FT
There’s never been a better time to make your country or company’s investment case:“By seemingly voting against trade deficits, immigration,…
EM growth picked up in January 2017, Goldman sees China growing slower.
Emerging market growth picked up “sharply” in January, the Financial Times reports, citing data from the Institute of International Finance…
Blankfein thinks we are moving into a “growthier” environment
Goldman Sachs Chairman and CEO Lloyd Blankfein sees the Trump administration as one that promises a more optimistic outlook for…
Turkey is out of favour with funds, oil and gas discoveries at 60-year low
Oil and gas discoveries are at a 60-year low, with the Zohr gasfield discovered off Egypt’s shore in 2015 being…
Quant funds make it to the all-time top performer lists, research analysts disappearing
Are we in the End Times for investment bank research analysts, whose numbers dropped by one-tenth since 2012? (That’s the…
Goldman Sachs has a rosy outlook on commodities for the balance of the year
Goldman Sachs bullish on commodity demand in 2017: We are entering the stage of the business cycle typically characterized by…
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