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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.

GLOBAL INVESTMENT RESEARCH

BRICS, Turkey & South Korea

Recent Research Reports

  • (belated) ML Morning Meeting

    2016-09-30 Free Access: Chart: OPEC has agreed to set a ceiling on oil output somewhere between 32.5 million and 33 million barrels per day � down from current levels of 33.5 - Nigeria, Libia and Iran showed biggest rises to production so far this year. But the ceiling is ...

  • ML Morning Meeting

    2016-09-29 Free Access: hart: Harvesting Year for Assets - where to from here? Source: RBS, MarketWatch Market Comment Political & Economic News Today's Economic Events Today's Stock Results Recent ML Reports Key Comment Best sin ...

  • ML Fund Atlas

    2016-09-29 Only preview. This report is embargoed until2016-10-29 and requires privileged access rights to read it at the current time. Chart: Global Cross Border Capital Flow Tittering At the Node... Nothing Like in 2007.. Expecting this to Change? Source: IMF, Economist Emerging markets fund flow showed 108.3 USD mn of inflow. While Frontier Markets funds showed -0.2 US ...

  • ML Morning Meeting

    2016-09-28 Free Access: Chart: Disinflation a new worry of GEMs Weak demand and persistent economic slack have contributed to recent disinflation among advanced and several emerging market economies (Chart 1). But subdued import prices have also played a key role in bringi ...

  • ML Index Atlas Financial Infrustructure Index and Update

    2016-09-28 Free Access: Best last week among stocks was Multi Commodity Exchange of India Ltd (MCX:IN) +14.58%, JSE Ltd (JSE:SJ) +8.76%, TMX Group Ltd (X:CN) +5.94%, While worst last week among stocks was CBOE Holdings Inc (CBOE:US) -3.89%, CME Group Inc (CME:US) -2 ...

  • ML Morning Meeting

    2016-09-27 Free Access: Chart: Estimated Fy1 GEM EPS Surges 6%.. Average estimated EPS growth for 2017 for GEMs at 30%... European growth is far more quiet Source: ML, Bloomberg Market Comment Political & Economic News Today's Economic Events Today's ...

  • MidLincoln OrientRay Global Energy Index

    2016-09-27 Free Access: Best last week among stocks was Shougang Fushan Resources Group Ltd (639:HK) +19.18%, Cobalt International Energy Inc (CIE:US) +14.04%, Origin Energy Ltd (ORG:AU) +10.65%, While worst last week among stocks was Southwestern Energy Co (SWN:US) ...

  • ML Fixed Income Weekly

    2016-09-26 Only preview. This report is embargoed until2016-10-26 and requires privileged access rights to read it at the current time. Chart: No Panic! FED sends most of the emerging markets bond prices higher Source: ML MidLincoln Country Eurobond Indexes Update Top 20 GEM Sovereign Bonds Yields Climbs Change USD Eurobonds (Losers) Weekly BondBANCO NACIONAL DE COM ...

  • ML Commodities Weekly

    2016-09-26 Only preview. This report is embargoed until2016-10-26 and requires privileged access rights to read it at the current time. Chart: US Protectionist Barriers Are Higher So are US Steel Stocks Hot Rolled Coil Steel � The ITC has confirmed final duties on HRC imports from seven countries: Australia, Brazil, Japan, Korea, the Netherlands, the UK and Turkey (dumping only) ...

  • ML Weekly (Free Access)

    2016-09-26 Free Access: Tactical Stance - Neutral Strategic Stance - Bullish Best since the start of the week among various stock markets was Borsa Istanbul 100 Index +4.91%, Mexican Stock Exchange Mexican Bolsa IPC Index +4.04%, Deutsche Boerse AG German Stock Ind ...

Press Mentions/Events

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Midlincoln Comics

Chart Art

  • 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

  • This is a chart of mentions of different countries