Catalonia Crisis – Heightened Post-Election Risks
* Rajoy’s Terrible Gamble: Spain’s Prime Minister (PM) Rajoy’s gamble for a unified vote when he called for new elections and seized control of...
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Hong Kong Banks – Interest Rate Shock
Banks in Hong Kong have some of the lowest levels of loan loss reserves (LLR) compared with loans and also their loan loss provision (LLP) expenses...
153 Views
International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
338 Views
Standard Chartered (China) – Not Sure Whether to Laugh or Cry
* Massaged Results in Mainland China: We anticipate that most financial institutions will manufacture results somewhat, but when no one is minding...
158 Views
HSBC Holdings Plc – Just Crazy Enough To Work
* Turning HSBC Into Tucker’s Town: In just two months, new Chairman Mark Tucker is already grabbing headlines. However, more than just headlines...
332 Views