Gaussian

Equity Research Monitor

GEM fund flows

The latest in enterprise and strategic research are at your fingertips below, summarized in Gaussian's research monitor.

GEM Strategy - Turkish equity outlook warrants further share price gains

GEM Strategy - Turkish equity outlook warrants further share price gains

The consensus earnings are understated by at least 10% on 2017, and more on 2018. Looking at the turnaround in economic activity and seeing strong earnings momentum not yet fully recognized by the market, we reckon share price gains will continue in 2H17. The earnings momentum alone warrants 25% upside.

Read More

GEM Strategy - Emerging market fund flows: is there a silver lining?

GEM Strategy - Emerging market fund flows: is there a silver lining?

Outflows continue with some shuffling. We are not out of the woods by any stretch of imagination; and it is too early to say the worst is over. EM investors will be compelled to trade stocks.

Read More