Low Rates for Longer - Asian Banks
Interest rates will remain lower, for longer. For banks with excess liquidity, this means margin pressure. We look at HSBC and STAN where liquidity...
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Brexit Vote Will Impact Asset Manager AUM Levels as Global Markets React to Economic Dislocation
With the United Kingdom voting narrowly June 23 to exit the European Union, there will be ramifications for not only the British pound but for the...
274 Views
BOC Aviation - Flying Solo from Now On
BOC Aviation (BOCA) stabilization ended yesterday. Since our last insight on 6th of June, BOC Aviation - As Stabilization Ends, How Low Is Too...
482 Views
Market Commentary (June 2016)
Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility,...
542 Views
Asia - Interest Coverage Data Is Dire for India, and China
We examine interest coverage in the corporate sector for several countries in Asia; given the broad range of interest coverage across Asia by...
295 Views