The Banking and Strategy Initiative

Chillin' out till it needs to be funded

Tag Archives: Financial Services

India FDI Report (2012)

India’a FDI process received a tremendous boost in March after $2 bln flows in January and February, itself a fair score were boosted to $8 bln for March even as … Continue reading

May 10, 2012

Bank Results Season: Taking a look at trading rebound vs commercial banking growth (HSBC Q1 2012)

HSBC’s Net Operating income was up to $18.8 bln before DVA from $17.6 bln last year before DVA spreads squeezed topline. Meanwhile run off portfolo efficiencies in North America down … Continue reading

May 8, 2012

Bank Results Season: Wells Fargo Q1 2012 repeats Q4 performance – The pretender looks f-ugly in comparison? | Banking Insight

The bank moved up its earnings report a week to enable like to like comparison with peers like JP Morgan as it reported a 75 cents Earnings per share for … Continue reading

April 13, 2012

Bank Results Season: JP Morgan prints “off the charts” revenue and earnings| Banking Insight

Dimon’s machine had a big plus smile on its face minutes ago as Revenues and Earnings from the World’s #1 bank came in beating all expectations by more than 5% … Continue reading

April 13, 2012

Goldman Sachs buys insurance business | Banking Insight

As mentioned in the week they bought Ariel Re, Goldman Sachs has been hiring for a new CDS  bond insurance product And the Airel Re operation will be owned by … Continue reading

April 11, 2012

The Housing Recovery 2012: BofA brings back Rental REITs | Banking insight

While some banks have been packaging off properties for foreclosure to real estate developers and Professional REIT only funds have increasingly been relying on rentals as a source of income, … Continue reading

March 23, 2012 · 1 Comment

Banks get ready for Crisis 3.0 – Goldman Sachs in Monoline reinsurance | Banking Insight

Even as being in the know, the markets and myself thought we knew where the banks were headed; the banks’ synthetic desks on both sides of the Atlantic leaked news … Continue reading

March 18, 2012

Citi’s extra dividend caught in the Stress test snarl up | Banking Insight

Citi failed the Comprehensive Capital Review (CCAR) undertaken by the Fed by a whisker, reportedly coming in at 4.9% on the Dec 2013 Capital instead of the 5% figure having … Continue reading

March 14, 2012

JP Morgan’s European Exposure reported at $16 bln in the South | Banking Insight

Here’s the details from the 10k filed earlier 10 days ago. European loan book is well north of $100 bln but is mostly lending to UK, Swiss and Netherland Corporates that … Continue reading

March 10, 2012

US Economy: Jobless claims start the Thursday rush order for data

The ISM Manufacturing Index of course would be key to watch esp as the GDP growth of 3% did not mean much in Q4 and strong ISM was the beginning … Continue reading

March 1, 2012