The Banking and Strategy Initiative

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Tag Archives: Renminbi

It’s MoNDaY aGaiN: US Financials struggle with rising yields (US Economy and Markets) [June 24 – June 28, 2013]

US 10 Y yields climb to 2.61%, Euro dumped to 1.30 levels Though banks and financials were looking forward to a rising yield scenario even as short terms will stay … Continue reading

June 24, 2013 · 1 Comment

China’s stimulus for Big Banks (may be counter productive)| Insight China

After a RMB 800B new credit by the big 4 in May or $126 Bln China’s intentions behind creating space on China’s Big Four Balance sheets with a securitization program … Continue reading

June 18, 2012

US Economy: The counterintuitive Aussie trade and the Spanish meltdown ( A Tuesday morning review)

ISM Data leads May markets¬† Election years actually return a fair 2% in each of the summer months according to a latest Bloomberg report as the Go away in May … Continue reading

May 1, 2012

US Economy: It’s not so good after all? QE3 denied, the sub-par Jobs number could bite

A hint of QE can do amazing things for market sentiment. A bad jobs report could have indeed been a positive for the markets with QE3 rumors taking over but … Continue reading

April 9, 2012

China’s Banks pull in claws!: Could #5 BoCOM beat #4 Bank of China (2011 results reports)

Despite a almost 30% improvement, Bank of China is stilll the worst of the big Four banks in NPLs with 1.8% as its ratio of NPLs five times that of … Continue reading

March 31, 2012

China’s banks pull in claws: ICBC still head and shoulders above the rest in 2011

ICBC results a minute ago, would have beaten CCB profits by 38 bln yuan or nearly 23% and AgBank by 86 bln Yuan for a 2011 total of CnY 208 … Continue reading

March 29, 2012

Chinese Banks pull in claws! AgBank 2011 results still up 29%

The Bank reported profits of $19.3 bln or RMB (CnY)122bln for the full year despite significant headwinds as the CBRC asked the top 4 Chinese Banks to redenominate another CnY … Continue reading

March 25, 2012 · 1 Comment

China’s Banks 2012 lending targets | China Review & Insight

When early last month, China banks reported a 25% Y/Y slowdown to CnY 750 bln or $125 bln it was now so slow if including the Year of the Dragon … Continue reading

March 3, 2012

US Economy: Chicago Index shows great improvement , Greek Euros 130 bln a good plop in the bucket

The new LTRO( dole out for European banks to pay their creditors and free themselves up for interbank trading and auctions)¬†is already anticipated as equity markets get used to sweeps … Continue reading

February 21, 2012

Yuan trades make China wary of Imports? | Insight China

Imports plunged even as domestic policy makers in China continued nodding their head to requests for engendering Domestic demand from trading to a deficit or reducing the trading surplus. Note: … Continue reading

February 9, 2012 · 10 Comments

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