Asia Commercial Bank – Too Much Credit
* Fully-loaded problem loan figures are a major concern, as is the size of Level 3 asset and net open short F/X position. Loan loss reserves need...
231 Views
Mysterious Saviour for Reliance Communications?
Anil Ambani, chairman, Reliance Communications Ltd (RCOM IN), sounded optimistic at a press conference on December 26, 2017, stating that the...
599 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...
337 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...
157 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...
331 Views