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CNBC: May 16 - 2018

 

EMERGING MARKETS-Lira on the ropes as EM currency beating goes on 

"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

 

Vietnam stock valuations seen as pricey after IPO binge 

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

 

Iran nuclear deal: What happens if Donald Trump kills agreement? 

“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

 

FBN, Stanbic, StanChart, Zenith Appointed Settlement Banks for Naira/RMB Currency Swap 

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 Best Stock Rally in Asia Is at Risk Amid Political Upheaval 

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

 

Netanyahu’s Iran claims won’t make a difference, analysts say — the nuclear deal is already doomed 

"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

 

Elections in Mexico: What does the market expect? 

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

 

Telecoms: towercos in the grip of doubt 

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. 

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News Archive


Published Date Publication Name
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