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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Summary and Implications of Recent BIS Guidelines
The Basel Committee on Banking Supervision (BCBS) has been busy over the past five months. For those not incredibly adept at managing BIS news flow...
289 Views
Hong Kong Beats Moody's but Loses Big
On March 31, Hong Kong’s Securities and Futures Appeals Tribunal largely upheld the findings of the Securities and Futures Commission (SFC) against...
478 Views
Moody's Vs SFC - A Dark Day for Hong Kong?
I have had the highest respect of SFCÂ but it may be a dark day for those who engage in the practice of financial research and due diligence with...
584 Views
Portfolio Return Opportunity from Strategic Currency Allocations?
Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...
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