Rabble Rousers (Ep. 3): The King of Banks
In the 60s, Bangkok Bank was nothing like the ultra-conservative company we see today with the industry's lowest ROE. They were Thailand's biggest...
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ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
309 Views
Risk: Dealing With Known-Unknowns
As any parent will confirm, teenagers know one thing. Unfortunately, it is “every”-thing. The rest of the population, by contrast, recognizes and...
171 Views
The Balance Sheet on QE
When quantitative easing (QE) was introduced in 2008, it was seen as a panacea for many economic ills. But eight years on there is a mountain of...
147 Views
The Confidence "Interval"
Europe’s banking sector is back in the spotlight – and, once again, it is for less than positive reasons. Unlike earlier episodes, however, the...
167 Views