Bank Credit Weekly: Asia Remains Risk-On as Supply Indigestion Impacts US Markets
Asia high yield remained in risk-on mode while supply indigestion negatively impacted US market performance. A declining US dollar continued to...
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Asia Short Interest Weekly: SMIC, Hua Hong, WuXi, Alibaba, HSBC, Seven&I, Shimano, Kirin, Genius
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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HSBC – Unimpressive
There appears to be a recurring theme with banks, whereby those with high credit costs early in the year relative to recent years, see a marked...
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LatAm Banks – Late Bloomers On Credit Costs?
We have seen with many European and US banks, a sharp reduction of credit costs during 2Q20 compared with 1Q20. Even in Japan some banks have...
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Turkey – Grand Experiment Is Failing
*Backward, Not Forward: Turkey is fast becoming a frontier market. The rise of President Erdogan looks to threaten generations of wealth...
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