Increasing Shorts on Strength
Our sell out of Asian longs yesterday was timely. S&P top is in place at 1,940 (futures) after hitting our base case level of 1,938 with risk...
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Asia Calling: From Currency Wars to Competitive Monetary Easing
* The BoJ shocked the market, cutting rates to negative and threatening further rate cuts if needed* The apparent change in BoJ stance has to be...
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A Gradual NPL Cycle in Asia
Only three countries in Asia Pacific are seeing NPLs in decline during over the past three to four quarters. The average rate of growth is 20%,...
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Sompo Tender for Message: Adding to A Phalanx of Nursing Homes
After the close Friday, major Japanese P&C insurer Sompo Japan officially announced that it would attempt to take over beleaguered nursing...
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Financial Services Observer. A Polarized World: Credit Bubbles in Emerging and Developed Economies
The financial crisis left a deafening echo in investors' ears.The ingredients of any financial bubble are well known: Easy credit availability,...
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