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Doesn't ring a bell for me, sorry :) But it's great we're starting to get some visibility of the scale and revenue implications of PanamaPapers. Still, imo, too difficult to extrapolate from that info and compare directly to global macro estimates
I don't think there is reason not to (v back of an envelope) look at orders of magnitude of macro estimates, datapoints and the facts we know & put them on same mental map. Zucman's global '80% is undeclared' estimate after all is extrapolation from one datapoint on Swiss banks!
Of course yeah, perfectly fine to look at it - I'm just not sure even 'back-of-the-envelope' calculations based on data we have will really compare? Boatloads of cases still ongoing, can't estimate PP/MossFon share of comparable global scale given unknown universe of cases, etc.
I suspect you could extrapolate from Mossack Fonseca to the Panamanian market as a whole, but no more than that.
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