Sentences with phrase «valuations in a global context»

As it stands, developed economies are in different stages of the cycle (Japan and Europe versus everybody else), and that is fuelling policy divergence, which will create discrepancies in relative valuations in a global context.

Not exact matches

Let's skip that debate — note the farm - out was a totally distressed deal, my in - the - ground values are 100 % valid in a global context (and I believe in the long - term power of convergence, smuggling, arbitrage, call it what you will), and (most importantly) my valuation incorporates a mere 20 % of the company's post-deal 3P reserves & exploration resources.

I'm a huge fan of German property as it's significantly undervalued in a global context, it never really participated in the asset / property inflation of the 2000s, I believe there's a secular trend to increase property ownership in Germany and current Bund yield trends are immensely supportive of German property company financials and valuations.