Consumer Banks in Asia May Fare Better at a Time when Large Corporate Stresses Are Evident
There is plenty of corporate risk out there. We have seen this across several large economies in the way of meaningful corporate stress. In South...
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ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
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Helping People Own a Home
A key issue facing many Government across the globe is how to keep home affordable while maintaining an environment attractive for foreign...
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DBS and UOB Tier 1 and Tier 2 Capital Raising - Perhaps More Will Follow?
With worsening credit quality overseas, considerable risk remaining with oil and gas service companies, and relatively high exposure to...
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Buying September Fallout – S&P 2,100 Line
Call for equity strength to fade last week into a September correction is on track. The argument for a pullback in Asia is based primarily on...
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