Blog Archives

India Morning Report: Why some rating agencies get ‘brand mileage’ from obscure imperfections and markets rest..

Let’s face it. Any null hypothesis you can think of about the market’s strength or in S&P’s case (as rating agency) and that of even a few (investors)who believe in India’s fundamental turnaround from here (6130) to be of limited

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Posted in Financial Markets

IT’S MONDAY: The Fed purchase program is quite a workout for the Market

Fisher seems to have kicked things off immediately with his comments positing that slowing down the $85B monthly bond purchase program could do US some good, Then Chicago Fed reported an ever worsening Midwest CFNAIdata for the month of April

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Posted in Financial Markets

India Morning Report: A new bank, not Citi, 8 not 4 and numerous other slips to the mile..

Vikram Pandit’s new efforts in India with Kampani’s JM Financial may get JM a 10% bump in stock quotes but it is unlikely that his 50% buy of the subsidiary and 490 million warrants worth 3% of the listed company

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Posted in Financial Markets

A whiff of profits far away? | Banking Insight

 Liquidity regulation already hurts Lobbying over the new Liquidity rules got hard as the banks enter an Observation period prior to counting of the LCR as standard for compliance. According to the FT report catching us up on it, that

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Posted in Financial Markets

Deutsche Bank Notes: We always comply with Accounting Standards. This is a loss only if we..

continue to treat is on market price. These are actually illiquid and could be treated as Held to Maturity Portfolio. But we would miss the opportunity to call out people at Goldman Sachs or something?.. In 2010, when Ben Artsi

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Posted in Financial Markets

A look at Goldman Sachs prospects after the ‘Partner bump up’ | Banking Insight

Goldman Sachs continues to reduce ‘Compensation Costs’ before stress tests However even with just 32,500 staff at Goldman Sachs as of this fall(down 10% in less than a year), the firm has made 70 new partners, the low number breaking

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Posted in Financial Markets

Bank Results Season: JP Morgan strives for a $100 B 2012 after CIO position ‘annulled’

Big banks are going to reporting 37% higher business from Mortgages this quarter sequentially and that includes J P Morgan as a proud #2 in the business, behind Wells Fargo. The Earnings season is off with a great report as

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Posted in Amitonomics, Banking, Financial Markets, US

Temasek digs into a big bite of Standard Chartered | Banking Insight

The Singapore Government’s International investment fund, which bought into some Chinese banks and Citi and Stan Chart during the crisis is having serious rethink of its investment in Emerging market prince Standard Chartered. meanwhile, “big brother ” GIC which invested

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Posted in Amitonomics, Banking, Retail Lifestyle, US

Morgan Stanley’s first problem of plenty? | Banking Insight

Morgan Stanley’s first skirmish with Volcker’s rule is tying it up in knts as Fund managers of its Infrastructure Fund in the new series are even asking for MS to spin out the Infrastructure Funds so it can get more

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Posted in Amitonomics, Banking, US

HSBC keeps running Asian deal markets singlehandedly | Banking Insight

Even as banks enjoyed the spree on the bourses and the pre-election equity juggernaut moves to within 5% of the S&P 500, the weekend was relatively quiet except for a big deal week in Asia on the back of fund

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Posted in Banking, Financial Services, Global, Retail Lifestyle