A Roadmap of the EM Bear Market and Three Myths about the China Bull Market
Let me begin by revisiting the road map for the bear market in EM equities which I first outlined in my role as EM equity strategist for Deutsche...
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What Silicon Valley has, every FinTech ecosystem needs & investors should look for!
So the prime example of a successful FinTech firm, lending club (with a current total market capitalization of ca. USD 5.5 bn) has been founded in...
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Unintended Consequences of a Greek Default
Credit spreads for Deutsche Bank and BNP are rising vertically. This is mostly in anticipation of a Greek default.BIS statistics show that Germany,...
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QuickNote: CITIC Secs to sell NSSF H-shares at HUGE discount - Strategic? Hmmm....
CITIC Securities last night announced that it had formed a 'Strategic Cooperation Framework Agreement' with China's National Social Security Fund,...
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QUICK NOTE: China Brokers Share Issuance: CITIC Secs gets CSRC OK to issue US$6bn
While not unexpected, the train chugs on....China brokers continue to issue equity, and launch IPOs.After GF Securities (1776 HK) launched a US$4bn...
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