Big Money, Small Ideas - Sep 16 Newsletter
In what has been a range bound market, the element which stood out in recent times is increased participation of small/micro caps with relatively...
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Consumer Banks in Asia May Fare Better at a Time when Large Corporate Stresses Are Evident
There is plenty of corporate risk out there. We have seen this across several large economies in the way of meaningful corporate stress. In South...
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ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
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ICICI Pru Life IPO Review - Cheaper than HDFC-Max Life but Still Might Be Only Fairly Valued
Icici Bank Ltd (ICICIBC IN) plans to raise US$900m by part selling its stake in ICICI Prudential Life Insurance. This will be the largest IPO in...
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Financial Services Observer: Solving the Interest Rate Equation
Trends in Technology, Demographics, and Borrowing Will Set the Course of Rates We hypothesise that three main factors will determine the future...
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