The Banking and Strategy Initiative

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Category Archives: iShares

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

Funds try to anchor on to MAY funds | Fund Insight

Multi Asset Yield Funds go one step further on Balanced Equity/bond funds with High yield Investments, Real Estate, Limited Partnerships in alt Assets/PE funds and preferred stock to assure more … Continue reading

May 18, 2012

Coming up: Debt Saturday in Greek letters (European Sovereign Debt Crisis)

Greece gets closer to the deadline for a settlement of its $130 bln debt rollover plans currently stuck at Private investors led by IIF (Ackerman, DB) not ready to go … Continue reading

January 21, 2012 · 4 Comments

European Companies grow inspite of the crisis: Siemens, ETFs

Siemens revised its forecast downward after a forecast of 2011 sales growth of 5% but did not ascribe much of the impact to the Euro zone crisis. Howeverthe global conditions … Continue reading

January 10, 2012

PIMCO unravels, stokes demand for European equity (European companies, contd.)

PIMCO’s flagship $244 bln Total REturn fund got new competition internally as strategist Neel Kashkari’s focus on bottom up analysis found him great values in Europe for $5 bln in … Continue reading

January 10, 2012 · 3 Comments

The Global Downward spiral : Inflation nose down, ETF inflows revert to markets

The Global downward spiral for markets Though correlation steams on at near 90% in global equities and fixed income markets ( latter a simple tattle of everyone going bankrupt at … Continue reading

December 12, 2011 · 1 Comment

European Debt crisis: A silly note on a silly situation

Image by osipovva via Flickr Image by DonkeyHotey via Flickr Now that Mario Monti has upped the ante for Euro zone governments and we have covered the daily deterioratiion in … Continue reading

November 24, 2011 · 3 Comments

Inflation is the many splendoured thing, then!

One cannot really manufacture inflation overnight An op-ed in the New York Times doing the rounds on Twitter, mentions the great inflation argument seemingly now the lead in Bernanke’s set … Continue reading

September 19, 2011

The European Sovereign Debt crisis – the Fed's Carter play

The Fed finds its Europe For the first time snce 2008, a US respresentative will sit in the European Foreign ministers’ conclave on Friday. The US used earlier in 1978 when … Continue reading

September 13, 2011 · 1 Comment

A fresh blow from Capital downdrafts

THIS IS A DRAFT ANALYSIS Bank of America gets ready for a Manic Monday Though some observers and we ourselves still believe it is a little unlikely, the world would … Continue reading

September 12, 2011