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Tag Archives: Emerging Markets

It’s Monday Again: Markets hath no fury than when scorning banks, Blackberry gets a ‘sinking deal’ (The Week ahead: September 23 – 27, 2013, US Economy & Markets)

Markets cannot be allowed to Dictate Fed Policy Jefferies results cascaded an apposite downturn into the markets even as GM was upgraded to investment grade on the back of a … Continue reading

September 23, 2013

It’s Monday Again: Cancer Pharma M&A, Luxe retailers Sales reports and a higher GDP clip

  Jackson Hole seemed exceptionally sunny as the search for Bernanke’s replacement is on and despite Bullard and the high rate hit new Home Sales last week a Setember calendar … Continue reading

August 26, 2013

It’s Monday again!: Economic Recovery strength in the second half greatly exaggerated ( US Economy & Markets:: August 05- August 09, 2013)

The ISM Services indices, comparable to PMIs in other geographies, jumped to 56 even as the sub indices for unemployment followed the declining numbers on the Employment situation Report on … Continue reading

August 5, 2013

India Morning Report: Central bank forces rerating of Indian growth forecasts, india inc reports great Q2 performance(This week in Asia on The Banking and Strategy Initiative: advantages.us)

The Reserve Bank of India pulled up the bank lending rates for its MSF (the emergency lending by RBI at the top of the rate channel prescribed) from 8.25% to … Continue reading

July 15, 2013

The Mid-Week Trend Update: Banking heavies on watchlist as US exits S&P ‘risk’

The week’s continuing month long Global FX turn seemed ominous for the big banks, Citi coming under fire from one of the rare remaining bears (analyst Mr Peabody) as Emerging … Continue reading

June 13, 2013

India Morning Report: Why some rating agencies get ‘brand mileage’ from obscure imperfections and markets rest..

Let’s face it. Any null hypothesis you can think of about the market’s strength or in S&P’s case (as rating agency) and that of even a few (investors)who believe in … Continue reading

May 21, 2013

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

Global Moves: Brazilian lending crosses 50% of GDP, Korean manufacturing up

Samsung and Kia/Hyundai are going strong as US Imports have held up and thence production Korea sustained at 83 levels. Meanwhile in Brazil Bank credit always in short supply because … Continue reading

June 27, 2012

US Economy: A post-winter Housing recovery on board, S&P helps global cues

A battered set of global Financial markets were likely pleasantly surprised by US housing data after Europe could not hang on to gains in the afternoon. That means a better … Continue reading

May 16, 2012

US Economy: The Housing Market recovery is still standing (in the hole?)

The possibility of yields climbing out to unforeseen levels has increased with the continuing recovery in domestic equities adding to all the fuss over emerging markets in the first quarter … Continue reading

March 19, 2012 · 2 Comments

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