The Banking and Strategy Initiative

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Category Archives: CRR

Ally selling international Ops in Canada, Europe and Latin America! | Deal Insight

Ally’s domestic ops are those really adding to the woes of the car loan specialist earlier known as GMAC and sold to Cerberus and AmTrust in 2010 by GM. The … Continue reading

September 25, 2012

US Morning Report: All’s not hunky dory but then, we have barely begun!

All Economic Data is not bad, in fact some ¬†even “beat expectations” Data is anemic at best confirming everyone’s worst fears for May and June. PMI for the month for … Continue reading

July 2, 2012

Debt Deal: Now that we are not constrained by our AAA rating..

There are a couple of good things that come out of this..and then there is Krugman, the Tea Party Caucus and the Republican House, and you can be excused for … Continue reading

August 2, 2011

Foreclosures + Unemployment _ Quantitative Easing = Big Recovery!?!

OR Bank results season is suddenly insignificant for the markets As JP Morgan announced another 60% decrease in loan loss reserves and the foreclosure conversation took most of its time, … Continue reading

October 14, 2010 · 4 Comments

Bank Results Season: Stanchart comes out on the other side

While Lloyds (41% state-owned) and RBS ( 83% state-owned) have already presented results Lloyds coming into the black. Barclays report further in the week, on 05th . StanChart reduced impairments … Continue reading

August 4, 2010

Beating the Spanish recession? Learn the Santander way | Advantage zyaada

In a way more reminiscent of emerging markets though they have not seen many recessions, Banco Santaner continued buying its units in Latin America, having earlier last month bought off … Continue reading

July 12, 2010 · 1 Comment

Bank Results Season: State Bank of India

When SBI reported $83 mn odd NPAs in December 09 it also reported that while Axis has moved up loan coverage ratio to the new 70% , it has not … Continue reading

April 22, 2010 · 3 Comments

The new credit crisis exclusively for my customers!

With RBI stuck in hoops on the inflation front, they would have to potentially raise the Repo Rates by even a 100 points and that would take Treasuries hankering for … Continue reading

April 6, 2010

India's accelerated inflation | Advantage Banking

We have been saying of double digit inflation since October 2009 when the Central Bank started speaking of tightening policy on par course with withdrawal of stimulus. Unfortunately, the politically … Continue reading

March 22, 2010

China Crisis Highlights: China Construction Bank

US and China China holds 23% of US Treasury debt and in the near future may also add from the 21% held by Japan, safe in its aspiration to be … Continue reading

March 8, 2010