The Banking and Strategy Initiative

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Category Archives: Global

Bank Results Season: Goldman Sachs reports another $2.88 earnings per share (Q3:2013)

As expected by the markets, Revenues dipped nearly 15% year on year , though the impact is still largely from Trading Income in Bonds and the ongoing Taper /no Taper … Continue reading

October 17, 2013

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

HSBC keeps running Asian deal markets singlehandedly | Banking Insight

Even as banks enjoyed the spree on the bourses and the pre-election equity juggernaut moves to within 5% of the S&P 500, the weekend was relatively quiet except for a … Continue reading

September 17, 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 ¬†just … Continue reading

August 9, 2012

Global Mid-Day Report: Sorry, Monday had nothing to report

Or more like no stamina left to defend the Euro, no one left shorting it and no Economic reports on Monday in the US, any which way we did not … Continue reading

August 6, 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

Bank Results Season: Humpty Dumpty dropped off the Bonds, and inside the slammer he went… Deutsche Bank Q2 2012

Deutsche Bank’s myriad investigations that started this quarter coincided ith a more moderate but equally urgent delveraging of its Market Risk and Credit Risk books and trading revenues¬†fortunately fell only … Continue reading

July 31, 2012