The Banking and Strategy Initiative

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Tag Archives: Hong Kong

China under new leadership, Hoping for stimulus and other overdone themes of the age of ‘oversupply’ | China wins again!

Technically the entire 2011 and most of 2012 continues in a zone of oversupply for most base and industrial metals and as indian and indonesian IIPs and GDP data ┬ájust … Continue reading

August 9, 2012

US Morning Report: The Dollar declines actively in Asia, Markets to react for space

After a hot morning against the Won (KRW), the strength in the SGD and the undervaluation report in the Yuan as helped by a stronger open of the Euro to … Continue reading

July 25, 2012

Global moves: Singapore production outshines, Dollar retreat from Asia begins?

The Singapore Dollar has come back from below $1.2650 to above $1.28 to the US Dollar in the last 5 days as the Asian currencies have given to the US … Continue reading

June 26, 2012

The week in China: Bo Xilai leaves before August reshuffle, FDI drops, Liquidity regime for banks, BOCOM and Putzmeister

China bid up time for its banks to recover with the new bank rules expected to incorporate stricter risk regimes, soft footing it after a rollover of $12 bln worth … Continue reading

March 16, 2012 · 1 Comment

Tesco Lotus’ Thai Chain of Malls go for HongKong IPO

With the Year of the Dragon celebrations done, the Hongkong IPO market moves into high gear with an offering from Xiwang Steel, which is raising $217 mln locally and a … Continue reading

February 8, 2012 · 5 Comments

Chinese Reverse Mergers: Spreadtrum and Focus Media

While fraud is endemic to China, the one to put us on alert about the nature of large scale fraud in US listed Chinese companies, Carson Block thinks it is … Continue reading

January 12, 2012 · 1 Comment

Deal momentum in China: CAT, GS buy/sell stakes

Even as BofA gets ready to look for another $3-$5 bln from its stake in CCB, its stake corrected as Goldman Sachs sold 0.5% of its 2.9% stake in ICBC … Continue reading

November 10, 2011 · 5 Comments

China Bank completes Standard Bank Argentina purchase | Advantage Dealbook

Even as FDI reforms are welcomed in India and pace of investment (FII exits)shifts radically out of India and Brazil, growing economies in Malaysia, Philippines and Indonesia outward FDI ┬áby … Continue reading

August 8, 2011 · 1 Comment

Bank Results Season: A bank with no investments in the USA wins?

Income and profits have been showing a double-digit growth at Standard Chartered over the six months of 2010 and it will be in its own league when it presents growth … Continue reading

June 29, 2011 · 3 Comments

China needs the agenda working, that's all | Advantage Research

With its wild west frontiers opening up to more central attention, the local governments and private enterprise in the state may well be able to take a lead in building … Continue reading

June 1, 2011 · 5 Comments