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...
106 Views
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...
117 Views
Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
508 Views
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...
147 Views
HSBC Buy Support
HSBC has underperform the banking sector in HK and the HSI by a large margin but now has ratcheted into a solid support zone where we feel there is...
100 Views