The Banking and Strategy Initiative

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Tag Archives: Asia

Bank Results Season: JP Morgan strives for a $100 B 2012 after CIO position ‘annulled’

Big banks are going to reporting 37% higher business from Mortgages this quarter sequentially and that includes J P Morgan as a proud #2 in the business, behind Wells Fargo. … Continue reading

October 12, 2012

Temasek digs into a big bite of Standard Chartered | Banking Insight

The Singapore Government’s International investment fund, which bought into some Chinese banks and Citi and Stan Chart during the crisis is having serious rethink of its investment in Emerging market … Continue reading

October 3, 2012

Morgan Stanley’s first problem of plenty? | Banking Insight

Morgan Stanley’s first skirmish with Volcker’s rule is tying it up in knts as Fund managers of its Infrastructure Fund in the new series are even asking for MS to … Continue reading

September 18, 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

So, you won’t stop trading at Goldman Sachs! | Banking insight

Distressed debt trading and Fixed Income trading no longer engenders the respect it used to get on Wall Street as activist investors come out of the closet to take on … Continue reading

September 10, 2012

The Asian Ultimatum: Europe, US and the South of everything!

Politically incorrect, rhymes and trading dings, bells and sing song rompers in 10 Downing Street, the year of the Queen, the year of the Dragon and the year of those … Continue reading

September 10, 2012

US Morning report: The new Baers, a 20% slimmer Hellomoto and nothing new in Japan or Europe

Julius Baer completed its global ambitions in a single swipe giving BofA the out it probably did not deserve or should not have depending on which part of the merged … Continue reading

August 13, 2012

US Week Ahead: August 12, 2012 – August 18, 2012: Not much hope nor change but no Republicans please. Paul Ryan for Vice President

The Treasury budget deficit is still going to cross the $1T mark and no one is likely to give President Obama extra marks for managing the economy in a crisis … Continue reading

August 11, 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

US Morning Report: Markets open to a flood of worried earnings reports

Asia took USD Treasury yields south to another all time low as McDonalds’ reported ¬†below par result and Beijing reeled under flash floods that cost the airport 800 cancelled flights … Continue reading

July 23, 2012