and we re no longer limited to averages like market indices or
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outlook gains momentum - We retain our positive view on the Saudi market as we see strong earnings
with the Saudi market now trading at a mere 3% premium to GEMs versus a
and preserve OPEC's long-run market share.
changes in the market value of the retirement funds and
infused products and topicals. Products coming to market increasingly address the attributes
we think selected emerging market (EM) currencies
the market is valuing fee-related earnings 15.Ox.
stop. It’s expensive to advertise to such a broad market
but the market proved too scattered and difficult
Iraq War or other military standoffs. This is a binary market risk that in our view justifies material
… rates (on back of better macro- economic data) will continue to serve as a tailwind for the stock 2) A strong tech IPO market — as SIVB stands to benefit from equity exposure to 1000+ start-up companies 3) Clarity around a tax reform bill once the new administration takes office...
including an understanding area/regional market conditions
with strong local market content that can be leveraged globally
or the price a market can bear for gaming activity