Asian Banks – Material Event
After the closing of books for end of calendar year 2019, there is a material event: coronavirus. Most of Asia’s banks have not yet reported...
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Trip.com - Sino-Phobia
Trip.com Should Get Significantly Re-Rated: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread...
314 Views
Asian Bank HY Credit Weekly: Liquidity Overpowers Coronavirus in Credit
Liquidity changes everything. Liquidity dominated global credit markets this week creating a FOMO (fear of missing out) investor environment,...
403 Views
Deutsche Bank - Hello Darkness My Old Friend
Weak Core Result: Deutsche Bank (DBK.GY) [Deutsche] reported pre-tax loss of EUR 1.29 bn and a clean pre-tax loss of EUR 34 mn - versus clean...
275 Views
Global Stall Speed Growth Confirmed
Massive central bank liquidity and fiscal stimulus came rushing in to stabilize the global economy in 2019, and should continue in 2020. However,...
328 Views