Unintended Consequences of a Greek Default
Credit spreads for Deutsche Bank and BNP are rising vertically. This is mostly in anticipation of a Greek default.BIS statistics show that Germany,...
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Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens | Mar 23-27
Korea (IR 3.0) & Taiwan (2.7) crush AAXJ on risk-adjusted returns while India's alpha collapses to -3.1. WEEKLY snapshot of alpha across 9 Asian...
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QuickNote: CITIC Secs to sell NSSF H-shares at HUGE discount - Strategic? Hmmm....
CITIC Securities last night announced that it had formed a 'Strategic Cooperation Framework Agreement' with China's National Social Security Fund,...
530 Views
QUICK NOTE: China Brokers Share Issuance: CITIC Secs gets CSRC OK to issue US$6bn
While not unexpected, the train chugs on....China brokers continue to issue equity, and launch IPOs.After GF Securities (1776 HK) launched a US$4bn...
526 Views
Voyah Auto (7489 HK): Index & Flow Implications
Voyah Auto starts trading on 19 March and there will be passive selling at the close. The stock needs to move higher to be added to the HSCI in...
875 Views