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Category Archives: Investments

Realogy, Workday, Sprint and a truncated Equities revival | US Equities- Deal Insight

You may attribute it to Apple’s rerating in 2011 or its introduction of the mini iPad which brings it down in the iPad Wars at almost a level playing field … Continue reading

October 15, 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

Global Moves: US Markets closed, Barclays in the Dock

Apart from ex CEO Bob diamond’s testimony as Diamond and COO Jimmie del Missier left the bank yesterday in face of the Liborgate scandal.  The BoE has also suggested that the rumored … Continue reading

July 4, 2012

India Economic Trends Report: Exports up to $24.5B, PMI above 54 (May 2012)

India managed to maintain last april’s exports value that was a pretty big jump from April 2010 at a 20% growth but there was no growth. Auto sales have started … Continue reading

June 1, 2012

Beat the new Einhorn short! The Retail Lifestyle Stars | Fund insight

Though David Einhorn has not said so, like the powerful recommendation by the Hoplite Capital CEO for Starbucks which we agree with, David Einhorn is probably considering selling down Amazon … Continue reading

May 17, 2012 · 1 Comment

Market maker JPM bids up Munis, buys into 7-9 yr Curve | Fixed Income Insight

JP Morgan’s Muni team came out with a note admitting the 5 yr munis are optimally priced at a good peak and thus selling into the point would require them … Continue reading

March 12, 2012

John Paulson misses BankAm upswing, Wells Fargo and Citi | Fund insight

While he still owns JP Morgan and Hartford (HIG), his $157 mln position in JP Morgan Chase is not half as profitable as the near 50% revival in Bank of … Continue reading

February 18, 2012

China building up Reserve Gold positions | Insight China – Commodities Insight

The plunge in imports in China could not trace back to Gold as Gold demand of 200 tons in coins and jewelry (WGC) was belied by more than 320 tonnes … Continue reading

February 17, 2012

Deutsche Bank – Making money from Distressed Assets | Bank Insight

DB estimates that more than 480 bln to $100 bln of distressed assets turned over to hedge funds in 2009 and 2010 are choking funds that want to get into … Continue reading

January 30, 2012 · 3 Comments

ING to sell $6 bln Asian operations | Executive Insight

The insurance assets have to be separated from banking as per a covenant with the Dutch government. additionally ING has to reurn $5 bln to the Dutch government before it … Continue reading

January 16, 2012 · 2 Comments

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