It is Christmas time, so we thought we would just have a presentation with red and green dots showing the best and worst locations in the world for real estate. This also, of course, shows up safe and unsafe collateral. From bright red (extreme valuations) to dark green (ultra-cheap), we spent a couple of months cataloguing the world’s major cities and laid it out for more than 160 cities. The results are below. The best [...]
Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
Philosophy
The Schulte Research Report focuses on banks, bank credit, liquidity & corporate solvency. Bank credit drives economics, not the…read more