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LATEST ARTICLES
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Investors must understand the limits of regulatory efforts to measure climate stress at banks.
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Relief on dividends is not enough to propel the sector back to greatness.
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Brazil’s central bank attempts to redress the country’s woeful environmental reputation with climate-related stress tests.
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Evergrande is in trouble, drowning in debt and besieged by angry investors. It is bad news for shareholders, but it also raises harder and darker questions about investing in China.
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Other Latin American countries watch with interest as El Salvador’s bitcoin experiment gets off to a faltering start.
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DeFi is not a strategic asset allocation for mainstream investors yet, but big gains on cryptos and now high yields are drawing in the front runners.
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Deutsche Bank’s restructuring has not been thrown off course by the pandemic, but upside surprises can hide risks. Discipline will be needed to avoid the temptations of the past.
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No access to reserves, sinking currency, soaring inflation. Now what?
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The new SDR programme raises more questions than it answers.
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In September, the EU will issue bills through the auction system operated by the Banque de France for the French Trésor. But they will not immediately be a reference safe asset for European capital markets.
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ESG issues are part of the package with emerging market sovereign bonds.
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The European Commission keeps pressing, but a consolidated tape for bonds is not yet realistic – and firms should use AI analytics to create a quasi-tape.
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Many are still a long way from understanding the risk climate change poses to their businesses.
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The closer central banks come to hard design choices over retail central bank digital currencies, the less clear cut the case is to proceed with them.
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Banks received a mostly clean bill of health from the Federal Reserve’s latest stress tests. After a catastrophe like Covid, does that mean the sector is now safe?
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Bank CEOs do not like it, but the regulators are fostering competition.
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Naysayers were swift to condemn Lithuanian involvement in the German scandal.
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The Spac bubble has burst, and while European exchanges try to attract more deals, sponsors that listed in the boom will soon be struggling.
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With the acquisition of 80 east coast branches and a slug of online deposits, Citizens has added even more firepower to its national expansion ambitions.
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With Goldman and AmBank behind it, Malaysia aims further afield with lawsuits.
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Norway pulls out of West Bank-linked companies; Mubadala and Temasek invest in tech and energy.
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Other funds have shown how shareholder activism can work in financial stocks, especially in Europe.
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While doubling of profit at the investment bank stood out, it was not the bank’s only strong performer.
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In recent years, Brazil has endured famine, flood and pestilence. What’s next?
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Anthony Tan’s 60% control of the Singaporean fintech’s voting power shows what founders can get away with when spared the rigour of an IPO.
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If the current geopolitical tensions escalate into military action, even the most hardened foreign investors might start looking for an exit from Russia.
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Deals such as this leave deeper problems unsolved at Societe Generale and similar banks.
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Eagerly courted high-growth private companies will likely go to experienced Spac sponsors that know the route to high valuations.
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While a bid still remains for duration, the EU could achieve much for member states through more flexible borrowing in short-dated instruments.
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Activist investor victory may open the floodgates for shareholder challenges against Japanese corporate management.