One lasted a year as an Economic guru for having forecast a recovery in China followed by the US and a couple of others have managed to last by progressing their forecast since the start of 2011 to a global…
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Blog Archives
China’s great enigmatic turnaround to come? | Advantage China
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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Tagged with: Asia, Bangkok Bank, Business, Credit card, Equity Capital Markets, Goldman Sachs, HSBC, UBS
Posted in Banking, Financial Services, Global, Retail Lifestyle
Posted in Banking, Financial Services, Global, Retail Lifestyle
Bubblecious Global Markets worried by China skinny dipping again? | Advantage China
CCB in the market with a $15B shopping Bag Dealmakers are happy of course and US bank stocks jumped 3-5% on yesterday’s news that China’s no. 3 by assets and no. 1 by growth, China Construction Bank is looking for…
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Tagged with: Bank of America, CCB, china, China Construction Bank, ICBC, Industrial & Commercial Bank of China, UBS, United States
Posted in Amitonomics, Banking, China, Emerging Markets, European Sovereign Debt crisis, Financial Services, Global, Retail Lifestyle, US
Posted in Amitonomics, Banking, China, Emerging Markets, European Sovereign Debt crisis, Financial Services, Global, Retail Lifestyle, US
China under new leadership, Hoping for stimulus and other overdone themes of the age of ‘oversupply’ | China wins again!
Technically the entire 2011 and most of 2012 continues in a zone of oversupply for most base and industrial metals and as indian and indonesian IIPs and GDP data just proved, it’s not just China that is suffering for the…
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Tagged with: Associated Press, Bank of England, BMW, Central bank, china, Hong Kong, New York Mercantile Exchange, S&P 500
Posted in China, Financial Markets, Global
Posted in China, Financial Markets, Global
Global Mid-Day Report: Sorry, Monday had nothing to report
Or more like no stamina left to defend the Euro, no one left shorting it and no Economic reports on Monday in the US, any which way we did not type in that report and as i have not been…
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Global Mid-Day Report: Not much calm Before the Storm
To set the morning in context, PMIs at Spain and Italy dropped as PMIs at UK, France and Germany hit a new low at near 45 in all three Continental majors. Manufacturing PMI rolls like moss going up the hill,…
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Tagged with: Asia, Ben Bernanke, china, Eurozone, Italy, June, McDonalds, Spain
Posted in Amitonomics, Banking, Brazil, China, Emerging Markets, European Sovereign Debt crisis, Global, housing, Retail Lifestyle, US
Posted in Amitonomics, Banking, Brazil, China, Emerging Markets, European Sovereign Debt crisis, Global, housing, Retail Lifestyle, US
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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Tagged with: Africa, Balance sheet, Bank, china, Emerging Markets, Hongkong, HSBC, India
Posted in Amitonomics, Banking, China, Financial Markets, Financial Services, Global, India
Posted in Amitonomics, Banking, China, Financial Markets, Financial Services, Global, India
Bank Results Season: Humpty Dumpty dropped off the Bonds, and inside the slammer he went… Deutsche Bank Q2 2012
Deutsche Bank’s myriad investigations that started this quarter coincided ith a more moderate but equally urgent delveraging of its Market Risk and Credit Risk books and trading revenues fortunately fell only 35% but profits were down 63% Trader Anshu Jain’s team(DB:US)…
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US Morning Report: FOMC starts tomorrow, ECB will be buying bonds, Japan is ready to join the good guys
The honest to god assessment of Geithener’s meeting with Draghi and German Finance minister Schauble today or the ECB meeting on Wednesday is that US and Europe in a Coordinated Central Bank effort willl affirm to more Central Bank Liquidity…
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Tagged with: Central bank, ECB, European Central Bank, Facebook, Japan, Mario Draghi, NASDAQ, Reuters
Posted in Amitonomics, European Sovereign Debt crisis, Global, Retail Lifestyle, US
Posted in Amitonomics, European Sovereign Debt crisis, Global, Retail Lifestyle, US
US Morning Report: PMI at the lower end of the consensus range, really we need the Economic data?
The House price Index starts the boot on the housing recovery that has lasted a minor 20% uptick at the bottom of the cycle(Its a much repeated chart and there is another 50% in most urban indices to catch up…
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Tagged with: Biogen IDEC, BRIC, china, Goldman Sachs, House price index, iPhone, Spirit Airlines, United States
Posted in Amitonomics, China, Emerging Markets, Healthcare, Investments, Retail Lifestyle, US
Posted in Amitonomics, China, Emerging Markets, Healthcare, Investments, Retail Lifestyle, US
| INDU | 0.00 | ||
| NASDAQ | 3498.965 | ||
| S&P 500 | 1666.29 | ||
| AMZN | 267.63 | ||
| AAPL | 442.93 | ||
| GS | 158.90 | ||
| BAC | 13.51 | ||
| JPM | 52.29 | ||
| UAL | 34.29 | ||
| MCD | 101.54 | ||
| KO | 42.38 | ||
| DIS | 66.12 | ||
| DB | 48.05 | ||
| HBC | 58.61 | ||
| HP | 65.50 | ||
| PFE | 28.70 |
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