CNBC: May 16 - 2018
"The external environment is a significant factor here," said Stuart Culverhouse, chief economist at emerging market specialist Exotix. He added news overnight that Argentina had asked the IMF for a "high access stand-by arrangement" rather just a flexible credit line -- a move that along with FX intervention had lifted the battered peso -- was "mildly positive".
Mail Online UK: May 09 - 2018
Hasnain Malik, equity research head at the London-based Exotix Capital, said that interest in Vietnam was "built on low political risk, export and consumption growth and low inflation", but investors had priced in those positives already.
Middle East Eye: May 08 - 2018
“What waters down the longer term impact of potential US withdrawal from the deal is that the EU has less inclination to join America now compared with a few years ago," said Hasnain Malik, Dubai-based head of equity research at Exotix Capital.
This Day: May 04 - 2018
To the Senior Economist at Exotix Capital in London, Christopher Dielmann, the currency swap line should be viewed very positively. “The CBN has done an excellent job over the past year in attracting dollar inflows as well as stabilising the naira’s valuation on a REER (real effective exchange rate basis) basis through the introduction of the Investors’ and Exporters’ Window."
Bloomberg: May 04 - 2018
The lack of a clear frontrunner among the three main parties is also adding to uncertainty among investors. Tehreek-e-Insaf, the party of ex-cricketer Imran Khan, now has a better chance of leading a coalition government than Pakistan Muslim League, the party of former Prime Minister Nawaz Sharif who was ousted over corruption charges, Exotix Capital said in a report last week.
CNBC: May 01 - 2018
"It is unclear whether any new information regarding Iran's nuclear activities was revealed or any new argument for scrapping the nuclear deal," said Hasnain Malik, global head of equity research at Exotix Capital.
Investing.com: Apr 25 - 2018
Exotix Capital, the research firm, which specializes in high risk assets, says that if the election is won by López Obrador, the benchmark stock index could fall by up to 15% and the yield on local bonds could rise by 4 percentage points.
Jeune Afrique: Apr 24 - 2018
Despite positive results, these tower managers are struggling to convince of their development potential. "Business is considered safe, with strong and recurring cash flows and growth driven by rising data consumption. In addition, there are strong barriers to entry - the majority of the costs being fixed - which limits competition and allows economies of scale with each additional tenant per turn," says Tracy Kivunyu, telecom analyst at Exotix Capital.
Wall Street Journal: May 16 - 2018
Argentina's ailing currency and stock market are pounding funds managed by some of the world's biggest investors reversing some of the outsized gains they enjoyed last year. "The Argentina situation will not be sustainable if the government raises its debt burden much more," analysts at Exotix Capital wrote.
CNBC: May 10 - 2018
Stuart Culverhouse, the chief economist at Exotix Capital, said Argentina's decision to ask for a standby agreement is "positive" and has a greater chance of being approved than asking for a flexible credit line. Earlier reports said Argentina would ask for a flexible credit line, a type of loan that does not contain as many conditions as the former.
Gulf Times: May 07 - 2018
In his last visit to the United Kingdom, Imran Khan had a private meeting with an equity investment company Exotix Capital, which advises the international investors about emerging financial markets and economies around the world. During the meeting, Khan admitted that IMF assistance for economic policies and financial matters might be necessary.
Financial Times: May 02 - 2018
Hasnain Malik, head of equity research at Exotix Capital, says exchanges such as the LSE “have greater liquidity, accessible free float for foreigners and more stringent transparency requirements on listed companies’ disclosure”.
CNBC Africa: Apr 30 - 2018
Nigeria’s president, Muhammadu Buhari is set to meet with U.S president Donald Trump today to discuss ways to enhance the strategic partnership between the two countries among other things. Esili Eigbe, Director and Head of Equities at Exotix Nigeria joins CNBC Africa to analyse the possible outcomes of the meeting and impact it could have on the equities market.
Euromoney: Apr 24 - 2018
“Private banks are now the main drivers of credit growth,” says Phuong Pham at Exotix Capital. Joint stock banks “are taking over the driving of credit expansion,” she says, targeting median growth of 30% for 2018 versus 15% for state-owned peers.
CNN MONEY: Apr 24 - 2018
The Russian ruble took a tumble after the U.S. announced additional sanctions on the country. According to Paul Domjan, global head of research at Exotix, the sanctions are not harming the economy at large.
Twitter: Apr 23 - 2018
Imran Khan, Chairman of PTI political party and candidate for 2018 Pakistan general election, addresses senior representatives of some of the world’s biggest institutional investors during a London visit hosted by Exotix Capital.
Financial Times: Apr 23 - 2018
When the US announced tough new sanctions against Russia this month, Swiss industrial group Sulzer received no official warning of what could have been a disaster for the company. Tolo Alamutu, a director at risk analysis firm Exotix Capital, said Sulzer’s example showed that “issuer-driven remedies are sometimes possible” to avoid the knock-on effects of the sanctions. “Similar remedies clearly are not available to all companies impacted by sanctions,” Ms Alamutu said in a note to clients.
Global Capital: Apr 19 - 2018
Exotix Capital put out research identifying 13 companies and banks in the Russia Eurobond universe that are untouched by the threat of sanctions. Tolu Alamutu, the analyst responsible for the research from Exotix, said that the outperformance of those bonds may be as much about illiquidity as genuine trading.
The Herald: Apr 19 - 2018
At the meeting, which was hosted by Exotix Capital, a specialist emerging markets investment banking firm with offices in New York, London, Dubai, Lagos and Nairobi, Dr Mangudya said that Zimbabwe would clear its debt arrears by September with the aim to tap international capital markets by the end of the year, though that timeline would be “very fast-tracked”.
Finance Digest: Apr 18 - 2018
Exotix Capital announces the appointment of Peter Urbanczyk, the former CEO of Sberbank’s US business, to expand its reach in global fixed income markets.Peter joins Exotix’s New York office as Head of Fixed Income Americas. The bank has also recruited James Bonfils, Managing Director of EM Debt Origination and Sales at VTB Capital, as Managing Director of Fixed Income in New York and Nikolai Andreev, former Director of Emerging Markets Trading at Bank of America Merrill Lynch, as Head of CEEMEA
Mail Online UK: Apr 17 - 2018
The timeline for the arrears payment and the added funding "is possible, but it would be very fast-tracked," said Dean Tyler, head of fixed income at Exotix Capital, which hosted the meeting. Some 40 to 50 international investors, institutions and hedge funds among them, attended the meeting, according to Tyler, and it follows a similar meeting in London last month.
Bloomberg: Apr 16 - 2018
Exotix Capital hired Peter Urbanczyk, former CEO of Sberbank’s U.S. business as head of fixed-income Americas for its New York office. Exotix also hired: James Bonfils, managing director of EM debt origination and sales at VTB Capital, as managing director of fixed income in New York, and Nikolai Andreev, former director of emerging markets trading at Bank of America Merrill Lynch, as Head of CEEMEA Trading in London.
Global Capital: Apr 16 - 2018
Exotix has just made three senior hires with Russian expertise and the situation, though very uncomfortable for many investors that are caught in the middle, is what the company is built for. Duncan Wales, CEO of Exotix, said: "Our company is perfectly positioned to provide insight and execution transactions."
Voice of America: Apr 16 - 2018
Moyo and his delegation are in New York for the Zimbabwe Investor’s Forum, organized by a London-based group called Exotix Capital. Last month, a group in London held a similar drive called Zimdaba, aimed at promoting Zimbabwe as a viable investment destination.
|16 May 2018||Wall Street Journal||Argentina Trips Up Fidelity, Morgan Stanley and Other Big Investors|
|16 May 2018||CNBC||EMERGING MARKETS-Lira on the ropes as EM currency beating goes on|
|14 May 2018||Reuters US News||Reeling peso to boost some Argentine companies despite debt woes|
|10 May 2018||CNBC||Argentina’s currency debacle puts its president in a tough spot as old wounds reopen|
|09 May 2018||Mail Online UK||Vietnam stock valuations seen as pricey after IPO binge|
|08 May 2018||The European||Exotix Named Best Frontier Markets Research & Investment Firm 2018|
|08 May 2018||Middle East Eye||Iran nuclear deal: What happens if Donald Trump kills agreement?|
|07 May 2018||Gulf Times||Imran Khan hints at overture to IMF|
|04 May 2018||This Day||FBN, Stanbic, StanChart, Zenith Appointed Settlement Banks for Naira/RMB Currency Swap|
|04 May 2018||Bloomberg||The Best Stock Rally in Asia Is at Risk Amid Political Upheaval|