(1) Turkey: What to Watch for a Sustained Lira Turnaround (3 min read) The new economic management team, a large rate hike and removal of several lending incentives are important positives in Turkey. But Caroline Grady argues that until we see a decisive turnaround in the credit impulse, import growth and inflation expectations, the lira is not yet a buy.
(Caroline Grady│ 27th November, 2020)
COVID vaccines are party-poopers for gold (Flow Bank, 3 min read)
Green and ESG bonds: what’s behind their rise? (Schroder’s, 7 min read)
What’s in store for r*? (Money and Banking, 8 min read)
UK firms’ equity price performance during the Covid-19 pandemic (Bank Underground, 5 min read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)
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