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LATEST ARTICLES
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I can’t seem to stop worrying about Argentina in its election year.
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New numbers suggest there could be trouble ahead for Asian high-yield issuers.
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New penalties from China’s bank regulator suggest a firmer stance on trying to bury bad debts, but it’s not just a bludgeoning.
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From payments to full retail banking services, tech companies are encroaching on the banking space.
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Any bank with a gross NPL ratio of 27.5% has a problem – Italy’s Banca Carige can’t avoid insolvency unless it comes up with a radical solution, fast.
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A swingeing new bank tax in Romania is inequitable, misconceived and just plain dumb.
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To bring about fundamental change and to find long-lasting solutions, isn’t always pretty and it is certainly not always a win-win in the financial sense.
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The successor to Mario Draghi as president of the European Central Bank (ECB) may provide more support than expected to corporate credit markets if borrowing conditions deteriorate.
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As Mario Draghi begins his victory lap before stepping down as president of the ECB in October 2019 and his colleagues get down to the serious business of competing for the succession, they will no doubt give thanks that they do not face trial by Twitter in the same way as Federal Reserve chairman Jay Powell.
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As Mifid II and shrinking margins pile pressure on single-country firms in Europe, Kepler Cheuvreux is an equities mirror for how Amundi has grown a multi-local asset management platform. Can other businesses replicate their practical solutions to Europe’s fragmented financial services market?
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European capital markets bankers’ fortunes in 2019 will turn on how quickly the withdrawal of the central bank bid can be offset by the return of a real market.
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Santander’s Brazilian bank took lots of deserved acclaim when Santander released its global third-quarter results, but keep an eye on Mexico.
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Bankers are nothing if not excellent at spinning events to their advantage: 2018 was no exception…
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The damage done to mid-cap equities coverage by unbundling research is ever harder to ignore. It will not be easy to lower this self-imposed barrier to improved capital-markets access for fast-growing businesses in Europe.
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The decision of Singapore regulators not to allow Noble to re-list wrecks a 19-month restructuring process and points towards insolvency.
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Investors' sudden obsession with whether or not a flattening yield curve heralds a recession is a distraction from more profound concerns about the state of financial markets.
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The landmark corporate governance (CG) report raises renewed concerns about dual-class structures – which is a bit awkward given CLSA underwrites them.
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The Trump administration has begun the process of ostracizing Iranian finance. Bankers there are hanging on to some rare good news, but how long will it be till they are back to square one?
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Jon ‘Mystic Mac’ Macaskill looks ahead at possible highlights for markets in 2019.
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Thirty-year mortgages on houses in cyclone, wildfire, flood and drought zones? Systemic risk is building.
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Two borrowers beat US pressure by tapping into demand with euro and renminbi sales.
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Sweden’s Handelsbanken was the perfect antidote to investors burned by the pre-2008 bubble, but investors are no longer so enamoured of its consistent strategy.
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Buyers and sellers need to show some discipline.
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Credit Suisse’s CEO says his firm stands out in Europe: the numbers suggest he’s right
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Stress test results are meant to reassure on bank resilience, but they no longer seem to address banks’ key risks.
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Research, research and more research is needed for investors to navigate the complex world of ESG and SDG investing.
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Saudi Arabia’s central bank governor recently gave international banks a clear signal that they will not be punished by a loss of fees for avoiding an investment conference in Riyadh due to public outrage over the murder of journalist Jamal Khashoggi.
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Ken Moelis lived up to his nickname ‘Ken of Arabia’ when he showed up at the Saudi Future Investment Initiative conference in Riyadh in late October in his brave pursuit of future fee income despite the risk of international opprobrium.
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Britain’s Conservative Party has been at pains to distance itself from the mainstream of European politics in recent years, but seems remarkably comfortable in its murkier shallows.
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Jair Bolsonaro's election today as Brazil’s next president could well spell more market upside, but the nationalist protectionism that is likely to follow should give investors pause