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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

  • ML Morning Meerting

    2016-12-08 Free Access: Chart: No misunderstanding, the US oil producers will use every opportunity to substitute OPEC. The US oil rig count increased again this week, by three to a total of 477 according to BH Source: Baker Hughes, BI Market Comment Political ...

  • ML Morning Meeting

    2016-12-07 Free Access: Chart: How Emerging Market Stood Up vs. Key US Stocks with Emerging Markets Exposure Source: Market Comment Political & Economic News Today's Economic Events Today's Stock Results Recent ML Reports Key Comment ...

  • ML Weekly

    2016-12-07 Free Access: MidLincoln Tales/Comics Rob Saunders the PM at imaginary RedSun AM in Lincoln Nebraska has been receiving quite a lot of inflows from his main land China clients. The clients preferred dollar exposure. They were medium to large size China business ...

  • ML Fixed Income Weekly

    2016-12-06 Only preview. This report is embargoed until2016-12-31 and requires privileged access rights to read it at the current time. Chart: Turkey Average Eurobond Yield is Heading Higher - Perhaps Spelling Troubles For GEM FI Managers Source: ML Fed VIPs saw rate hike coming 'relatively soon,' November FOMC ... Will The Fed Raise Interest Rates At December Meeting? November ...

  • ML Real Estate Weekly

    2016-12-06 Only preview. This report is embargoed until2016-12-31 and requires privileged access rights to read it at the current time. Real Estate Flows, Yields and News Real estate sector has sunk since its creation, and could spiral further Rising Rates Threaten Global Property Investments 3 quick takeaways for residential real estate investors Opinion: 10 REITs that look like ...

  • ML Country Quick View Russia in November

    2016-12-05 Free Access: Best last week among stocks was MegaFon PJSC (MFON:RM) +13.69%, Mobile TeleSystems PJSC (MBT:US) +12.06%, TCS Group Holding PLC (TCS:LI) +10.80%, While worst last week among stocks was Inter RAO UES PJSC (IRAO:RM) -8.09%, Evraz PLC (EVR:LN) -4.44 ...

  • ML Aluminium Weekly

    2016-12-05 Only preview. This report is embargoed until2016-12-31 and requires privileged access rights to read it at the current time. Aluminium Cost Curve Aluminum Industry Outlook: What Do Top Executives Have to Say? Aluminum's Chinese Illusion Why Rising Alumina Prices Make Things Easier for Alcoa When Consuming 63000 GWh of Electricity, Software Can Ease ... What's Next f ...

  • ML AgriBusiness Weekly

    2016-12-05 Only preview. This report is embargoed until2016-12-31 and requires privileged access rights to read it at the current time. Best last week among stocks was Incitec Pivot Ltd (IPL:AU) +5.28%, Mosaic Co/The (MOS:US) +5.07%, Astra Agro Lestari Tbk PT (AALI:IJ) +4.16%, While worst last week among stocks was Tyson Foods Inc (TSN:US) -4.36%, Charoen Pokphand Indonesia ...

  • ML Morning Meeting

    2016-12-02 Free Access: Key Comment Best since the start of the week among various stock markets was S&P BSE SENSEX Index +3.02%, Jakarta Stock Exchange Composite Index +1.78%, Russian Trading System Cash Index +1.19%, Hong Kong Hang Seng Index +1.19%, While wo ...

  • ML Commodities Weekly

    2016-12-02 Only preview. This report is embargoed until2016-12-31 and requires privileged access rights to read it at the current time. Chart: Oil follows Copper now. The Doctor is right. Source: LME, Bloomberg OIL Brent Oil soars, Brent hits 16-month high after OPEC output deal Oil price hits one-year high, as 'soft Brexit' hopes boost sterling – as ... Oil price endure ...

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