About Midlincoln

MidLincoln, a leading provider of investment research and services for “Buy” side focusing on emerging markets. It was launched in 2013 by analyst Ovanes Oganisian, as a boutique investment research service focusing on Emerging markets heavyweights: BRICS, Turkey and South Korea. Early in 2014 MidLincoln launched its equities service. In summer of 2014 the funds research and fund flows service has been launched as well as coverage of fixed income was initiated. In the end of 2014 MidLincoln launched its flagship ML Emerging Markets strategy. While in the beginning of this year MidLincoln launched its big data engine for factor investing and indexing services, providing strategic benchmarks available to track by the buy side institutions. MidLincoln Research is yet unregulated. It legal structure is not yet fully complete. In Russia MidLincoln operates via OOO MidLincoln.


BRICS, Turkey & South Korea

Recent Research Reports

  • ML Morning Meeting

    2017-03-24 Free Access: Chart: Worst 20 Markets Last Year Vs. Their YTD Perfromance.. Sub-Saharan Kenya, Nigeria and Ghana - did bad last year and their underperformance is back. While Turkey, Israel and Bosnia are bouncing strongly despite last year troubles Source: ML ...

  • ML Morning Meeting

    2017-03-23 Free Access: Chart: Ukraine - unexpected winner this year Ukraine UX Index Up 21% YTD, despite some escalation with Russia. It is also one of the best markets this week. MSCI Ukraine is up 3% WTD Source: ML, Bloomberg Download file in Power Point Commen ...

  • ML Weekly

    2017-03-22 Free Access: Chart: Gold’s heads and shoulders – rally to be short lived? Source: ML, Bloomberg Download file in Power Point Comment Weekly performance is between 2017-03-17 and 2017-03-08 Best global markets last week EFM ASIA +3.37%, EUROPE +3.3 ...

  • ML Fund Atlas Weekly Fund Flows

    2017-03-21 Free Access: Chart: Gold and Precious Metals Funds Show Outflows Source: ML Download file in Power Point Emerging markets fund flow showed -1307.7 USD mn of outflow.. While Frontier Markets funds showed 0.2 USD mn of inflows. BRAZIL Equity funds s ...

  • 2017 Russia in Spotlight and Which Benchmark Is Good? – RTS.

    2017-03-20 Free Access: Russia has been a problem child of global emerging markets ever since 2008 crisis. Investor perception worsened following 2011 political unrest, 2014 geo political problems and the oil price collapse. Nevertheless in 2016 Russia was the second best ...

  • ML Fixed Income Weekly

    2017-03-20 Free Access: Chart: Canada Yield Spikes on US Rate hike Source: ML Download file in Power Point Key News Investors look for signs of further tightening as FOMC meeting ... What you need to know after FOMC meeting Euro rises as ECB president Draghi says ...

  • ML Index Atlas

    2017-03-14 Free Access: Chart: Caracas Stocks Take off as Oil Plunges Top 20 Index Longs Based on Momentum MLIndex IBVC IndexBolsa De Valores De Caracas (C TEC10 IndexNatixis XUTUMDCL Index#N/A Field Not Applicable USGB090Y IndexBloomberg BNPISVXT IndexBNP Pari ...

  • ML Monthly Global Strategy

    2017-03-14 Free Access: Monthly performance is between 2017-03-02 and 2017-01-27 Best global markets YTD EM LATIN AMERICA +8.40%, EM (EMERGING MARKETS) +6.27%, USA +4.62%, While worst global markets YTD EUROPE 2.16%, FM (FRONTIER MARKETS) 4.31%, USA 4.62%, Best ...

  • ML Fixed Income Weekly

    2017-03-13 Free Access: Chart: Historic Russia Average Sov. Bonds Yields vs Dividends Yields Bond Investing Has Been More Profitable for Russia Fixed Yield Investors In Crisis While Now Equities Shine.. Source: ML Download file in Power Point Key News All eyes on F ...

  • ML Fund Atlas

    2017-03-10 Free Access: Chart: Key Russia Linked ETFs Historic tracking error is anything but modest Source: ML Download file in Power Point Emerging markets fund flow showed 1049.8 USD mn of inflow. While Frontier Markets funds showed 0.2 USD mn of inflows. ...

Press Mentions/Events

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Midlincoln Comics

Chart Art

  • Weekly Fund Flows For Select GEM Countries

  • S&P studied active fund performance of funds benchmarked

  • Gold is almost down to the levels before all the QEs

  • Out of the countries that are likely to loosen their

  • Despite India's promising growth and reform momentum,

  • Here are our estimates of the Tehran stock market