ANALYSIS
Analysis features an integral part of the Exclusive Capital research team. In addition to the spontaneous fundamental insights our experts provide, in-depth analysis is one major element that our experts apply.
30 Mar 2021
The liquidity wave is still alive and well
As we have said many times over the past several months, while the market as a whole is not in bubble territory, many parts of the market are. In particular, the...
3 minutes read
Read more
24 Mar 2021
Turkish assets collapse after Central bank chief ousted
The Turkish Lira opened the week with a gap of over 15% against major currencies after the removal of the Turkish central bank governor by President Erdogan over the...
3 minutes read
Read more
19 Mar 2021
Cyclical sectors lead the global equity market recovery
History repeats itself as the economically cyclical sectors have led global markets in each of the recent financial recessions, including the market’s recovery from the Covid economic recession.
3 minutes read
Read more
12 Mar 2021
King Dollar is back again as bond yields rally
King dollar shines again. The world’s reserve currency advanced 3% so far in 2021, on the back of rising US bond yields, vaccine rollouts, and the expectations for a...
3 minutes read
Read more
10 Mar 2021
The inflation question and higher bond yields
A short while ago I questioned if 2021 might be a sell the COVID 19 vaccine news trade. I said it probably won’t, because central banks will keep pumping liquidity....
2 minutes read
Read more
23 Feb 2021
A speculative frenzy unlike anything we have ever seen
When 100% of outstanding shares are shorted in any stock, you get a sort of a black hole short interest phenomenon. In other words, even if someone covers his shorts, someone comes on top and shorts...
4minutes read
Read more
CONNECT WITH OUR TEAM
Explore the ways in which we can help you achieve your investment goals.
OUR PARTNERS
EXTERNAL AUDITOR
LEGAL ADVISOR
CUSTODIAN BANK
APPROVED PARTNER
DEPOSITORY BANK
