HSBC – Deciphering Credit Quality Under New IFRS 9 Accounting
HSBC Holdings Plc (5 HK)'s new release for 1Q18 makes it less easy than normal to gauge credit quality. Under IFRS 9 there is new disclosure to...
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HSBC Bank USA – Unable to Come up for Air
The US banking subsidiary of HSBC Holdings Plc (5 HK), HSBC Bank USA can hardly come up for air, despite rising interest rates. The concern that we...
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Standard Chartered Plc – Turnaround Looks to Be Longer Than Expected
* Weak Result: Standard Chartered plc (2888.HK/STAN.LN) reported weak underlying results despite unreasonably lowering loan loss provisions – as...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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Global Financials Positioning: Funds Hit Maximum Overweight - Rotate Out of USA, into EMEA/Asia
In this report, we look at financials positioning among global equity funds which, in line with global EM funds, are sitting at their highest...
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