Seeing Red
* Responding to The Hong Kong Security Law: The US response will be predicated upon the full details of the new law. Early indications suggest that...
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Bank Credit Weekly: Reduced, but Still Risk-On Sentiment
For every Asia-headquartered bank bond that widened during the week, two tightened. Nonetheless, risk-on sentiment reduced in Asia’s high yield...
271 Views
HSBC Holdings – Letting A Good Crisis Go To Waste
*FT Suggests Sea Change In US Strategy: In a Financial Times article dated May 25th“HSBC board rethinks overhaul and seeks even sharper cuts”, it...
343 Views
Standard Chartered and IFRS 9 Moves: We Prefer StanLn’s ’23 Callable AT1 to HSBC’s ‘23
Standard Chartered (StanLn) could benefit from a reset of IFRS 9 transitioning and expected credit loss (ECL) deferral, as proposed for European...
238 Views
HSBC – Only Bright Spot, Dimming
There is very little to cheer for HSBC Holdings (HSBA LN). The bank is overly geared toward UK, US, France where returns have been incredibly poor....
199 Views