EMerging Equity
ValueWalk
BofAML Is Positive On Indian Equity Market Over 6 To 9 Months
Thanks to weak earnings, Indian equity markets will give a flat to slightly negative return near term, but over the next 6 to 9 months, BofAML analysts remain positive. Anand Kumar and team at Bank of America Merrill Lynch in their May 20, 2015 research report titled: “Year II: How to position” anticipate banks will … Continue reading
U.N. Holds Behind The Scenes Greek Derivatives Talks As Transparency Questions Raised
A key option in Greek debt negotiations, sovereign debt forgiveness, is apparently off the table as non-transparent Greek derivatives take priority over a compromise. The most unreported story in the Greek negotiation is the unknown impact of the derivatives contracts that underlie the economic system. What banks have exposure? Who is the primary U.S. regulator dealing with the … Continue reading
John Maynard Keynes Was A Mediocre Currency Trader: Study
It turns out that John Maynard Keynes, the father of modern macroeconomics, was a bit of a speculator. A September 2014 study by academics at Cambridge and the London School of Economics found that Keynes was an avid, but mediocre, currency trader. Olivier Accominotti of the London School of Economics and David Chambers of Cambridge … Continue reading
Price Drop Leads To $1.6 Trillion Transfer From Oil Producers to Oil Consumers: Barclays
A January 29th report from Barclays PLC (NYSE:BCS) (LON:BARC) Equity Research suggests that investors are focusing too much on the bleeding in the energy sector from the huge drop in crude prices, and not enough on the major benefits to consumers (and consumers good producers) that can be expected from an additional $1.6 trillion in income … Continue reading
Weavering Hedge Fund Founder Jailed 13 Years For Fraud
Weavering Capital (UK) Ltd founder Magnus Peterson has been sentenced to 13 years in prison after he was found guilty of fraud by a London court this week. This marks one of the longest sentences handed down for a high-profile fraud in the UK in recent times. Peterson perpetrated fraud Magnus Peterson is the founder of … Continue reading
Hedge Fund Security In An Age Of Cyber-Attacks
The financial services industry is a particular target of cyber-attacks, a recent EZE Castle research report noted while offering advice on how to prevent and manage issues. Cyber-Attacks can harm the U.S. Economy Citing an SEC roundtable held in March 2014, the report highlighted how financial firms can be the subject of not just economic … Continue reading
Goldman Sachs, Hedge Funds Caught On Wrong Side of Swiss Franc Trade
When a central bank move surprises the elite stratosphere and top level banking executives are caught flatfooted, that in itself is news. Goldman Sachs shocked with SNB’s decision Such is apparently the case as the Goldman Sachs Group Inc (NYSE:GS) , whose alumni sit in top economic perches around the world, as the investment bank was … Continue reading
Mt Gox Looks Like Bitcoin Fraud, Says Japanese Press Report
It has been a difficult year for Bitcoin, and now confirmation from investigative authorities in Japan working on the Mt Gox “disappearance” of customer bitcoins appears to be making things worse. Bitcoin down near $316 As the digital currency / payment method is trading down near $316 to start 2015, after reaching a high near … Continue reading
