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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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...
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Standard Chartered Bank - A Solid 0.02% ROA in 2H17
It is anything, but strong. It is miserable, really. Standard Chartered Plc (STAN LN) reported a loss in 4Q17, although the data is not easy to...
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Hong Kong Monetary Authority–Blindsided by Indian Banks in HK - Could Increase Regulatory Scrutiny
As far as the Punjab National Bank (PNB IN) PNB is concerned, its financial statements have become unreliable now that allegations surrounding...
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