Global Banks – Waning Credit Cost Delta
Bank analysis is wholly different in the current environment. We believe there are three considerations now that drive bank profit: 1) vaccine, 2)...
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A-Share Margin Trading Weekly (Jun 26th): CHINA MINSHENG BANKING, PING AN INSURANCE, ZIJIN MINING
We analyzed A-share margin trading positions report for the past week and highlighted CHINA MINSHENG BANKING (600016 CH), PING AN INSURANCE (601318...
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ECB Dividend Action Likely Leads to Similar Moves In Asia
* ECB Potentially Killing Dividends: The European Central Bank (ECB) is likely to make a final decision next week on whether to allow banks to pay...
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A-Share Margin Trading Weekly (Jun 18th): GUOTAI HAITONG SECURITIES, EAST MONEY INFORMATION, BOE
We analyzed A-share margin trading positions report for the past week and highlighted GUOTAI HAITONG SECURITIES (601211 CH), EAST MONEY INFORMATION...
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America Shakes, Global Banks Quake
No Confidence In American Leadership: The Trump administration's steroid-infused equity market left little room for slowdown and mistakes. There...
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