Brexit Vote Will Impact Asset Manager AUM Levels as Global Markets React to Economic Dislocation
With the United Kingdom voting narrowly June 23 to exit the European Union, there will be ramifications for not only the British pound but for the...
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BOC Aviation - Flying Solo from Now On
BOC Aviation (BOCA) stabilization ended yesterday. Since our last insight on 6th of June, BOC Aviation - As Stabilization Ends, How Low Is Too...
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Market Commentary (June 2016)
Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility,...
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Asia - Interest Coverage Data Is Dire for India, and China
We examine interest coverage in the corporate sector for several countries in Asia; given the broad range of interest coverage across Asia by...
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Asia - Radical Impairments Are Normal
Sometimes we can forget, that impairment costs usually don’t rise gradually.We also sometimes forget that impairments can affect banks that are...
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