Free content
-
The CLSA analyst gets a kick out keeping abreast of the volatility in the internet market, trying to pick the stocks most likely to outperform.
-
Leung of Jefferies has found it difficult to judge the shipping market in 2012, but feels that while valuations are very cheap the current volatility will continue into 2014.
-
Goldman Sachs' China banks analyst has teased out an answer to one of the biggest questions overhanging lenders in the country: the state of their bad debts. His insight has evidently gone down with investors, given his top ranking among bank analysts.
-
Credit Suisse's Trina Chen has benefited from having the coverage of her convictions, and is particularly concerned about the outlook for Chinese cement.
-
Head of credit research for Asia Pacific at Aberdeen, Charles Macgregor, has left the asset manager after joining from Aviva Investors in March this year.
-
The country’s escalating fiscal burden has forced it to step away from plans to implement a comprehensive deposit insurance scheme, instead reinstating the FIDF as the lender of last resort.
-
Yang of Barclays impressed for his bold call that a set of Taiwanese electronics suppliers to Apple would do well this year. Followers of his advice would have done very well indeed.
-
Laban Yu has impressed this year's voters for his bold calls on China's coal sector, along with a light-hearted yet comprehensive understanding of the country's oil and gas needs.
-
Chinese property companies are rushing to the bond market at the moment, raising money ahead of a political handover that could hurt their ability to borrow offshore. But these deals should not be seen as a last-gasp dash for cash. They show that, among local companies at least, there is a lot of confidence about the direction the country is going in.
-
The dollar premium has disappeared from the EMEA loan market. But don't be fooled into thinking this is just because banks have seen their dollar funding costs fall. It's as much to do with the fact that they are willing to take the hit and commit to loss-leading deals for the right clients.
-
Standard & Poor's has come in for the bulk of criticism this week after the Federal Court of Australia found the agency to have been misleading and deceptive in awarding a triple-A rating to an extreme structured credit product, the CPDO. Less attention has been paid to the finding that the structuring bank, ABN Amro, was also deemed to have been misleading and deceptive as it sought to get the rating it wanted. But until the rating agencies move away from the issuer-pays model, the system will always be vulnerable.
-
You could tell the difference between treasurers and bankers at Sibos. While the former were upbeat about the future, the latter were weighed down by regulation changes, but both found time to enjoy the parties.