Elliott & BEA: "Fiefdom" On Pause
Just two months before Elliott Management and Bank Of East Asia (23 HK) head back to court to arbitrate on BEA's purported overarching relationship...
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XP Inc IPO: Strong Business but Overpriced
XP Inc is the largest digital brokerage in Brazil with about 1.5m retail clients and R$350bn in assets under custody. It is a technology driven...
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Bank of East Asia: A Diamond with a Flaw Is Worth More than a Pebble Without Imperfections.
Bank Of East Asia (23 HK)Few in the market would have predicted that Bank of East Asia would have delivered such a shift in fundamental progression...
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Catalonia Crisis – Heightened Post-Election Risks
* Rajoy’s Terrible Gamble: Spain’s Prime Minister (PM) Rajoy’s gamble for a unified vote when he called for new elections and seized control of...
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Catalonia Crisis – Break Away Republic
* Economic Impact: Catalonia has amongst the largest public debts of Spain's regions, and could witness a 25%-30% economic contraction and its...
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