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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U. S. Equity Strategy Weekly
We are witnessing widespread bullish inflections throughout the U. S. Financial Sector, specifically within our Asset Manager, Bank, Credit Card...
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Mitsubishi UFJ Financial Holdings – USD Shortfall Implies Major American Restructure
Despite Mitsubishi UFJ Financial Group (8306.JP/ MTU.US) [MUFG] being flush with liquidity in Japan given its surplus JPY deposits, the company...
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HSBC North America - Such a Drag
As other names in our large-cap United States (U.S.) bank universe are publicly listed, they typically come under greater scrutiny than a privately...
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Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
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