Banks – Bad Loan Delta
During 2020 there will be dramatically higher bad loans for global banks. This is despite less strict NPL recognition, interest payment holidays,...
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Another American Mortgage Tsunami Coming
* Mortgage Servicers:The mortgage servicer of a scheduled remittance must remit funds to the Government Sponsored Entity (GSE) when they are...
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Genworth Financial – MAC Clause Could Be Invoked
Deal Update: Genworth Financial (GNW.US) [Genworth] announced that it and merger partner, China Oceanwide (715.HK), have entered into an...
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HK Connect: Mainland Investors Bottom Fishing
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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Reserve Bank of India – Zero Forethought
* Instead of Applause, Throw Tomatoes: The call for a 21-day nationwide lockdown to contain the corona virus, has caused a massive liquidity drain...
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