Blog Archives

Bank Results Season: You won’t catch them speaking Emerging Markets again! (StanChart H1 2012)

HSBC’s fastest groing markets mandate and StanChart’s Emerging Markets prince characterisation remains but even for Stanchart, growing markets have changed since they pressed forward in 2009 thinking of their home advantage to push thru. India in particula and marketso utside

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Posted in Amitonomics, Banking, China, Financial Markets, Financial Services, Global, India

Global Moves: Brazilian lending crosses 50% of GDP, Korean manufacturing up

Samsung and Kia/Hyundai are going strong as US Imports have held up and thence production Korea sustained at 83 levels. Meanwhile in Brazil Bank credit always in short supply because of fears of hyper inflation has in fact reached record

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Posted in Amitonomics, Bailout Nation, Brazil, Emerging Markets, Europe, European Sovereign Debt crisis, Financial Markets, Global, US

US Economy: A post-winter Housing recovery on board, S&P helps global cues

A battered set of global Financial markets were likely pleasantly surprised by US housing data after Europe could not hang on to gains in the afternoon. That means a better global financial markets opening tomorrow as US Housing starts, holding

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Posted in Amitonomics, US

US Economy: The Housing Market recovery is still standing (in the hole?)

The possibility of yields climbing out to unforeseen levels has increased with the continuing recovery in domestic equities adding to all the fuss over emerging markets in the first quarter ( which does continue for the rest of 2012) and

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Posted in Amitonomics, US

US Economy (The week ahead): Housing market Data to keep up; China, Euro PMI, whither recovery

While last month’s Existing and new Home sales data hit all time highs, with a 20 month high for Existing Home sales at 4.57 mln and new home sales at 321k, not many would mind if the numbers dipped a

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Posted in Amitonomics, Banking, Emerging Markets

Dealing yourself Emerging market equities | Fund insight

Despite the seeming market opportunity for Global funds in Europe with yields recovered to a 3 month low and credit markets busy in the new year without a whiff of default, the pending Greek discussions managed to pour water on

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Posted in Financial Markets

The Global Downward spiral : Inflation nose down, ETF inflows revert to markets

The Global downward spiral for markets Though correlation steams on at near 90% in global equities and fixed income markets ( latter a simple tattle of everyone going bankrupt at the same time) inflation has been broken in many larger

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Posted in Bailout Nation, Bonds, European Sovereign Debt crisis, Financial Markets, Financial Services, Global, iShares, Retail Lifestyle

Exchanging a few Economic facts and fictions? …

So much for dramatized Alpha 1 narrations… The rogue trader at UBS has ben booked for two large ETF transactions which he booked incorrectly and made off with $2 bln in personal gain swould be the simplifie d version of

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Posted in Banking, Financial Markets, Financial Services, Global, US

Our Calendar till December 2011 | The Banking and strategy Initiative

The Q2 season showed up some great results , outperforming peers though fewer, building up Trillions in Cash on their balance sheet and even though Dollar country has been pillaged and Google gone off to another fruitless quest a lot

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Posted in Amitonomics, Banking, Global, US

US enters the new dimension of a war for Capital | Advantage zyaada

US Treasuries are much in demand. Despite news flow apparently discouraging retail viewers, the 10 year Treasuries yield has been moving south rapidly, testing short portfolios at PIMCO and others as Fidelity presumably laughs all the way to the bank.

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Posted in Amitonomics, US