Blog Archives

Rinse and Repeat: Downgrade Banks, Revive failed banks(European Sovereign Debt Crisis); Downgrade country, Increase Bailout fund

Though the cycle seemed to have started from Sovereign downgrades in 2009, it is more or less back to Bank downgrades though a lot is happening on all the four fronts around the same time. Greek debt is now demanding

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Posted in Banking, Financial Markets, Global, Uncategorized

Bank Results Season: A bank with no investments in the USA wins?

Income and profits have been showing a double-digit growth at Standard Chartered over the six months of 2010 and it will be in its own league when it presents growth banking on Malaysia, Indonesia, Hong Kong and Singapore next month.

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Posted in Amitonomics, Banking, Emerging Markets, Financial Markets, Retail Lifestyle, Uncategorized

The upcoming credit policy: Reading the papyrus scrolls for premeditated reform

Image via Wikipedia What we think: less rate hikes, more liquidity, removal of stimulus If you are still bothered more about the India china story as read by the sturdy and stable Indian system that refused to buckle in 2008

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Posted in Amitonomics, Banking, Emerging Markets, Retail Lifestyle, Uncategorized

The AIG Update

Image by Mike Licht, NotionsCapital.com via Flickr AIG owes the American taxpayer $120bln. that may seem less given that it could easily be the monthly allowance for the Feds this year if QE is approved in 2 days and slowing

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Posted in Banking, TARP, Uncategorized, US

Credit Agricole takes Greece in its stride | Advantage zyaada

Dealbook tells us that the first greek confession has happened. Credit Agricole, the French bank, pushed back profit targets for struggling Greek unit Emporiki on Tuesday and will take a 400 million euros ($536.7 million) write-down as Greece fights its

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Posted in Banking, Financial Markets, Uncategorized

The new Swiss Emental and Gouda cheese with rosemary | Surviving Brand India

Nearer to the echelons of power, a psychologically displaced group of Indians and disgruntled/muddled global corporations ring fence the corridors of power but continue to form a shabby third / sometimes second tier of investments in the country. Reliance is

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Posted in Amitonomics, Banking, Emerging Markets, Financial Markets, Global, India, India Infrastructure, Mergers etc, Retail Lifestyle, Uncategorized

The G.M. IPO | Advantage zyaada

General Motors with a 61% stake from the Treasury/Government is being readied for an IPO with its 12% market share and sales of less than 150k cars a month. The 61% stake would be hard to let go but the

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Posted in Amitonomics, Banking, Uncategorized, US

This new story of breaking up Goliath | Advantage zyaada

And here’s Prudential ready to break up into pieces for buying AIA. I am not so sure we are achieving anything out of this $35 b purchase but domestic monopoly rules would be tougher in each country esp in insurance,

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Posted in Banking, Financial Markets, Financial Services, Retail Lifestyle, Uncategorized

Bad Karma – Discovering the Dow’s ‘sympathetic’ influence in 20 minutes

Early last week, Greece’s villainy of mismanagement quickly covered lost ground in out pacing Goldman Sachs and their friends the Clintons from the headlines. Greece was however soon lost in the details as the devils of program trading were raised

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Posted in Banking, Emerging Markets, Financial Markets, Financial Services, Private Equity, Uncategorized

State Bank Disappoints | Advantage ‘zyaada’

The magic of any large bank can fade away when it ramps up costs without due notice to the market experts. the bullring around India probably will take time to recover from State Bank of India’s operational cost increases with

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Posted in Banking, Emerging Markets, Financial Markets, India, Retail Lifestyle, Uncategorized