The Banking and Strategy Initiative

Chillin' out till it needs to be funded

Tag Archives: Government

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: Awry Euro claims could reward US investors, housing could recover

The day has started well with the Ira Sohn conference giving a lot of hope to ideas floating around in my head since that jump began last year, but then … Continue reading

May 17, 2012 · 1 Comment

India vs China : ( A likes comparison) Chinese inflation ticks down to 3.4%

While Indian inflation is likely to step out of the sub 7% mark on the wholesale levels to more than 8% following the retail index, Chinese inflation ticked up to … Continue reading

May 10, 2012

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

Mollycoddling banks on default! | Insight China

In a year when ctringent policy action on bans has been replaced by a considered caution in tightening and monetary loosening in policy, th ebanks have been asked to bear … Continue reading

February 12, 2012 · 1 Comment

European Banks' recapitalisation: Euro gets over the Euro 150 bln Capital Gap | European Sovereign Debt Crisis

As the EBA envisaged, however the banks had since deleveraged by risk optimisation ( paper changes of RWA categories to bring down capital requirements) and engaged in financial sell offs … Continue reading

December 21, 2011 · 2 Comments

US Economy: The US Treasury Auction week: 2yr, 5 yr and 7 yr notes

The gold rush of last week apart, this week’s three big auctions running back to back till Wednesday complete the Treasury’s long term borrowing program on an even keel as … Continue reading

December 20, 2011

European Debt: Dexia needs what I won't even lend the Republic of Germany

As Belgium gets coaxed into another bailout, and UK treasury sells off Northern Rock(Virgin) for all of GBP 250 mln in cash (of which GBP 200 mln comes from WL … Continue reading

November 23, 2011 · 1 Comment

The European Sovereign Debt Crisis: The Euro to sing BRIC haven?

In a twist on Tuesday’ stales, Wednesday opened with another resounding thud for the Euro as China’s Wen rebuffed by the Eurozone administrators for seeking “Market Economy” status apparently reiterated … Continue reading

September 14, 2011 · 1 Comment

India's FDI renewal – Extant FDI policy guidelines (FDI in Multi-Brand Retail)

India FDI was simplified earlier in 2010 with a Consolidated ¬†extant guidelines book replacing all press notes since 2000. Then the takeover code was also harmonized to allow for control … Continue reading

August 13, 2011 · 2 Comments