Welcome to Ingham Analytics Free Library
We have built a good following and want to grow that but we are also mindful that there will be people who haven’t come across us and want to validate who and what we are first.
We are putting together an archive of free notes for you to explore and get a taste of the value we strive to impart.
Financial Market Notes
Every week we publish notes by Mark Ingham and Andrew Kinsey in particular on market moving topics, be that equity and debt capital markets, central banking, foreign exchange, macro-economics or risk management. No fear, no favour, telling it like it is.
Holdings of ZAR denominated debt by foreigners has fallen to 30% overall from around 42% in 2018. Even before COVID-19 foreigners could see South Africa as a rising sovereign risk.
The firing of the Turkish central bank governor by President Erdogan predictably had sharp ramifications in the currency and bond markets. It is a lesson for all emerging markets as to not what to do.
Following on from our recent note on central banking entitled “Now what do they want?” we’re now drilling down to European central banking specifically, as in the ECB.
Weekly Sunday Letter
Each Sunday in our Letter, which has gained a large following, we take a step back to see wood for trees, taking stock of things that grabbed our attention during the week that was. Not too seriously, there is enough of that about, with a touch of humour and with a balanced perspective
Cabin fever is the theme for us this Sunday. That is, when it comes to the psychosis that is stock market behaviour in the US.
This week we’re taking a look at business travel, down but hopefully not out in future, commercial property trusts, an alternative to Volkswagen ordinary shares…
The megawatt deal for us this week is the electrifying acknowledgement that, gasp, Eskom employs too many staff for too much money – $100,000 apiece at purchasing power parity.