Is Saudi Arabia ready to Capitalize on Potential Upgrade to Emerging Market Status?

This article by CEO Kurt Lieberman originally appeared in Finance Forward, November 23, 2015. This article explores the readiness of Saudi Arabia to be included in the emerging markets and specifically compares it to the other majority Muslim countries in emerging markets– Egypt, Indonesia, Malaysia, Qatar, Turkey and United Arab Emirates. In a recent article Magni […]

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Islamic Leadership in Emerging Markets

This article by CEO Kurt Lieberman originally appeared in Finance Forward, October 12, 2015. Most discussions of Islamic Finance focus on substitutes for debt and overcoming the prohibition on riba. When Islamic Finance discussions turn to equities, the focus is usually on Shariah compliance of individual companies and investment products built on portfolios of Shariah-compliant companies. […]

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Malaysia and Singapore: Differences Can Be Deceiving

This article by CEO Kurt Lieberman originally appeared in Finance Forward, Sept. 13, 2015. When analysts and investors assess investment opportunities, they frequently look for numbers and other information that compare the opportunities and identify the differences. The resulting insights become the basis for estimating future valuations and hence potential investment performance of the opportunities. Perhaps […]

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Reforms to Avoid the Predicted Chinese Crackup

Saint Paul, Minnesota – March 17, 2015 – In a recent Wall Street Journal article David Shambaugh predicted an end to the political system of China. His rationale is that the energy, creativity, and constructive power so badly needed for change in China can only be introduced through political reform and that, in the absence […]

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Is Greece a Buying Opportunity? – Follow Up to December Article

Saint Paul, Minnesota – January 28, 2015 – Greece is once again making news headlines. In late December, Magni published an article asking if Greece is a buying opportunity. Since then the situation in Greece has mostly followed the path we discussed in the December article. The SYRIZA party won the election, yet did not […]

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Is Greece a Buying Opportunity?

Saint Paul, Minnesota – December 24, 2014 – Greece is once again making news headlines. Six years after the worst of the Global financial crisis, which saw the Greek stock market plummet 70%, volatility has risen and stocks are again falling. Through December 19 the Greek market is down over 25% for 2014. The Prime […]

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Is Korea Ready for Developed Markets?

Saint Paul, Minnesota – November 5, 2014 – In their annual reclassification of countries, dated June 10, 2014, MSCI announced that both Korea and Taiwan were no longer being reviewed for reclassification into Developed Markets. The removal of Taiwan from consideration is consistent with Magni’s research; Taiwan has one of the lowest country scores arising […]

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Magni Asset Management Downgrades Italy

October 23, 2013 – Magni Asset Management LLC, the international equity manager, announced today, they have downgraded Italy in their model portfolio. Magni points to two specific areas where Italy has failed to make sufficient progress: banking supervision and insurance supervision. Citing a September 2013 assessment by the International Monetary Fund (“IMF”) Italy has made […]

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