Skip to content

Topic: Geopolitics

New theme: Middle East transition

Our first reaction to Egypt (to read that post click on ‘Our first reaction’) and the approach thereafter proved to be the right, so far. However, we do think the events in Tunisia and Egypt introduce a new theme that was not there earlier and that merits careful attention. The Middle East is inevitably changing. read more

Martin Anidjar | February 15, 2011

Egypt: Our first reaction

Last Friday’s events in the Middle East had significant effects in the global markets: the S&P dropped more than 1.5%, while the emerging markets indices fell between 2-3%. In this Sunday afternoon, we want to share with you where we stand before markets open tomorrow. The most relevant question is whether events will trigger a read more

Martin Anidjar | January 30, 2011

(Articles 1-2 of 2)

Baffin Advisors