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
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 ...
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 ...
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 ...
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 ...
2017-03-20 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 ...
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 ...
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 ...
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 ...
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 ...
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. ...
(보고서) 러시아 신용등급이 정크로 떨어지면 어떻게 되나?
- 정크본드 등급으로 강등될 경우 자금조달 비용이 평균 20% 증가(JP Morgan)하며 특히 러시아 은행의 경우 레버리지율이 높고 부실채권 수준이 점차 증가하고 있어 투자부적격 등급을 받을 경우 타격이 클 것 [+]
Эксперты: девальвация юаня станет вызовом для США и не повлияет на РФ
Снижая курс юаня, Народный Банк Китая, возможно, заставит ФРС отложить повышение ставки, полагают эксперты. Они отмечают, что решение Центробанка Китая о снижении курса юаня не окажет заметного влияния на экономику РФ. [+]
卫星新闻莫斯科12月14日电 MidLincoln Research的分析师奥万涅斯·奥加尼相在接受“卫星”新闻通讯社采访时表示，中国人民银行下调人民币汇率或为迫使美联储推迟提息
FinBuzz IR Cocktail and Launch Party
FinBuzz IR Cocktail and Launch Party Report [+]
State-owned dinosaurs loom larger on Russia investor landscape
Investors are being encouraged to take a fresh look at Russian state-owned companies with the launch of ... Gosplan Index [+]
August is a trouble month for Russia
Onthelist and E-xecutive organise a meeting for Moscow financiers and select clients to discuss strategies [+]
Rob spend weekend building his futuristic car at MidLincoln craft center. [+]
Rob Saunders, PM at imaginary RedSun Asset Managemnt in Lincoln Nebraska was looking at inexpensive EV/EBITDA markets. . [+]
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 la. [+]
Rob Saunders the PM at imaginary RedSunAm in Lincoln Nebraska was preparing to dispatch his quarterly charity cheques.. [+]
Rob Saunders, PM at imaginary RedSun AM in Lincoln Nebraska has been quite concerned with upcoming rate hike, the probability of which was at 100%. On one hand, he thought, it was all priced in. But o. [+]
Rob Saunders – portfolio manager at imaginary RedSun Asset Management in Lincoln Nebraska, has been evaluating his Russian investments in light of recent news of minister Ulyukaev arrest. Minister Uky. [+]