The Banking and Strategy Initiative

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Category Archives: China

The Mid-week Trading update: No #JobsFriday, No #TwitterIPO, You and I might know the Euro is not the next Reserve currency for anyone..(US:TWTR, $TWTR, US:GS, US:JPM, $XRH)

But then, remember it is a slow week and Twitter filing public IPO documents also means less for them as the shutdown continues, but then back on the topic we … Continue reading

October 4, 2013

China’s great enigmatic turnaround to come? | Advantage China

One lasted a year as an Economic guru for having forecast a recovery in China followed by the US and a couple of others have managed to last by progressing … Continue reading

September 24, 2012

Bubblecious Global Markets worried by China skinny dipping again? | Advantage China

CCB in the market with a $15B shopping Bag Dealmakers are happy of course and US bank stocks jumped 3-5% on yesterday’s news that China’s no. 3 by assets and … Continue reading

September 17, 2012

China under new leadership, Hoping for stimulus and other overdone themes of the age of ‘oversupply’ | China wins again!

Technically the entire 2011 and most of 2012 continues in a zone of oversupply for most base and industrial metals and as indian and indonesian IIPs and GDP data ┬ájust … Continue reading

August 9, 2012

Global Mid-Day Report: Not much calm Before the Storm

To set the morning in context, PMIs at Spain and Italy dropped as PMIs at UK, France and Germany hit a new low at near 45 in all three Continental … Continue reading

August 1, 2012

Bank Results Season: You won’t catch them speaking Emerging Markets again! (StanChart H1 2012)

HSBC’s fastest groing markets mandate and StanChart’s Emerging Markets prince characterisation remains but even for Stanchart, growing markets have changed since they pressed forward in 2009 thinking of their home … Continue reading

August 1, 2012

US Morning Report: PMI at the lower end of the consensus range, really we need the Economic data?

The House price Index starts the boot on the housing recovery that has lasted a minor 20% uptick at the bottom of the cycle(Its a much repeated chart and there … Continue reading

July 24, 2012

Gap recovers, Esprit spirals towards Sale | Deal Insight – The Retail Lifestyle also rans

  Of course, in keeping with the series’ semantics and character, because both GAP and Esprit have been out of Retail Lifestyle Winner shortlists for a long time and may … Continue reading

June 14, 2012

China Trade Data and Economic lead points to longer term health | China Insight

In an asymmetrical economic miracle such as China the Dollar’s strengthening has already led to a 6.36 rate to the Dollar contrary to expectations of continuing depreciation to the Dollar. … Continue reading

June 11, 2012

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