International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
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Standard Chartered (China) – Not Sure Whether to Laugh or Cry
* Massaged Results in Mainland China: We anticipate that most financial institutions will manufacture results somewhat, but when no one is minding...
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HSBC Holdings Plc – Just Crazy Enough To Work
* Turning HSBC Into Tucker’s Town: In just two months, new Chairman Mark Tucker is already grabbing headlines. However, more than just headlines...
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BoE: FPC Hikes to Normal Well Ahead of MPC
All banks passed the BoE’s annual stress tests for the first time. No new capital is required, but some capital will become incorporated into...
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Standard Chartered (Hong Kong) – A Messy Flagship
* Fundamentals at Standard Chartered Bank (Hong Kong) [SCBHK] have improved over the past several years. However, SCBHK has aggressively pulled on...
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