HSBC North America - Such a Drag
As other names in our large-cap United States (U.S.) bank universe are publicly listed, they typically come under greater scrutiny than a privately...
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DBS 2Q17 Profit to Come Under Pressure Not Only from Provisions
There are several reasons to assume lower 2Q17 net profit for DBS Group Holdings Ltd (DBS SP) compared with 1Q17. Of course, it is the magnitude of...
198 Views
Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
817 Views
Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
911 Views
Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
252 Views