Markets from Here-Uncertainty Is NOT Risk
Cameron has to take the fall as he took a huge strategic risk for partisan reasons, misreading the mood. The question is: do you as a business...
436 Views
Dragon Capital's VEIL Fund: A 3rd London Listing for Vietnam May Emerge Next Month
Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund Vietnam Enterprise Investments Limited, which currently...
1.2k Views
Global Macro Take: WK 12. Dollar Melt-Down = EM EQ + EM FX + CMD Melt-Up
 Barring some kind of shock-event, US dollar liquidation will drive markets for the near-term, possibly even a few weeks. Already elevated EM...
399 Views
Banks Look Under-Reserved for Energy Losses
We've taken a close look at banks' energy exposures and potential losses, and see both good news and bad news for investors.First, the good...
320 Views
Breaking the Bank
Balance sheet strength, management acuity, and regulatory systems matter more for financial services firms than other stock sectors. Financial...
375 Views