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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 Weekly

    2016-07-25 Free Access: Key Comment Best last week among stock markets was Ibovespa Brasil Sao Paulo Stoc +2.56%, Warsaw Stock Exchange WIG Tota +2.20%, Jakarta Stock Exchange Composi +1.86%, Mexican Stock Exchange Mexican +1.76%, While worst last week among ...

  • ML Fixed Income Queries and Stance Weekly

    2016-07-25 Only preview. This report is embargoed until2016-08-25 and requires privileged access rights to read it at the current time. Chart: Week ends with Turkey yield contagion spreading to Egypt and Iraq while Venezuela yields keep better. Source: ML MidLincoln Counry Eurobond Indexes Update Top 20 GEM Sovereign Bonds Yields Climbs Change USD Eurobonds (Losers) ...

  • ML Commodities Weekly

    2016-07-25 Only preview. This report is embargoed until2016-08-25 and requires privileged access rights to read it at the current time. Chart: Palladium metal gains among the strongest recently. But the metal price is nowhere near its previous highs. Source: ML OIL Brent Crude prices slip as market pessimism over supply persists Analysis: India's voracious appetite offers a ...

  • ML Morning Meeting

    2016-07-22 Free Access: Chart: S&P is rising on the back of falling volumes - for some its a worrying sign Source: Market Comment Political & Economic News Today's Economic Events Today's Stock Results Recent ML Reports Key Comment ...

  • ML Morning Meeting

    2016-07-21 Free Access: Chart: MSCI GEM Index vs S&P500 5yrs GEM underperformance is humongous Source: seekingalpha Market Comment Political & Economic News Today's Economic Events Today's Stock Results Recent ML Reports Key Comment ...

  • ML Agribusiness

    2016-07-21 Only preview. This report is embargoed until2016-08-21 and requires privileged access rights to read it at the current time. ML Agribusiness By: Research Team Description Covering Global Agribusiness Comment Best last week among stocks was Felda Global Ventures Holdings Bhd (FGV:MK) +16.53%, Astra Agro Lestari Tbk PT (AALI:IJ) +7.21%, Kernel Holding ...

  • ML Morning Meeting

    2016-07-20 Free Access: Chart: China Steel Prices Came off May peaks, but stable Source: Antaike, Market Realist Market Comment Political & Economic News Today's Economic Events Today's Stock Results Recent ML Reports Key Comment ...

  • MidLincoln Research Real Estate Weekly

    2016-07-20 Free Access: Chart: US Metro Area Vacancy Rates Recovery is slow but ongoing Source: Table of Contents: Real Estate Yields and News Real Estate Funds Fundflow Logistic Real Estate Yields Some facts about Moscow Warehouses Retail Real Estat ...

  • ML Morning Meeting

    2016-07-19 Free Access: Chart: Rig Rates have attempted at recovery in 2016 capping oil price rises Source: Bloomberg Market Comment Political & Economic News Today's Economic Events Today's Stock Results Recent ML Reports Key Comment ...

  • MidLincoln Research Monthly Aggregates for Funds

    2016-07-19 Only preview. This report is embargoed until2016-08-19 and requires privileged access rights to read it at the current time. Fund Aggregates Chart: Investors poured in $1.3 billion on July 14 into an exchange-traded fund that tracks the MSCI Emerging Markets Index Source: Bloomberg Emerging markets fund flow showed 6239.4 USD mn of inflow. While Frontier M ...

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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