Bank stocks are very smart — much smarter than property stocks. Bank stocks in alliance with currencies, in our view, offer important clues to property and property stocks. We created custom indices for banks, property stocks and FX to show our observations. In this edition, we look at the relationships in several important markets.
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
