Disruption Has Cut Company Life-Span By 66%
Disruption is nothing new, with nearly 80% of industries that existed in the U.S. in 1900 no longer existing or being quite small today. However, the pace of disruptive... Read More
IFRS 9 Accounting Would Make Banks Appear More Robust During A Downturn
The new IFRS 9 accounting rules mandate that banks enhance their reserves and coverage ratios before problem loans peak, and Moody’s analysts believe the rules will indeed make banks better... Read More
Countries Face $70 Trillion Long-Term Savings Gap: Mercer
Eight large countries, including the U.S. and the U.K., are currently facing a $70 trillion gap between aggregate long-term savings systems and expected annual retirement income needs, underscores Mercer. In... Read More
Only Regulatory Action Curbed Explosive Growth In Chinese Shadow
Thanks (and only thanks) to unified initiatives from PBoC, CBRC and CSRC, under Central government’s guidance, the runaway growth in China's Shadow Banking "industry" has witnessed a trend reversal,... Read More
Global Green Bond Issuance Could Surpass $100 billion In 2017
Though the recently-unveiled FSB Task Force on Climate-Related Financial Disclosure (TCFD) is currently voluntary in nature, Moody’s Investors Service believes the recommendations are likely to get substantial backing from... Read More
BIS Warns Of Risk From Soaring Chinese Debt
Global growth is expected to be resilient in 2017, with advanced economies’ confidence indicators posting multi-year highs and EMEs clocking improved performances aided by higher commodity prices, notes the... Read More
Low Vol Leads To Big EM Inflows
On the back of global growth recovery and supportive monetary policy by core central banks, emerging markets logged another positive Q2 performance, notes Barclays. Christian Keller and colleagues said... Read More
Australia’s Galloping Household Debt – Distribution Matters
Though relative to nominal GDP, Australia has the second highest level of household debt, HSBC analysts believe the household debt has been rising for fundamental reasons and hence doesn’t... Read More
Asian Exports Are Slowing
Though Asian exports clocked strong growth so far this year, Credit Suisse analysts believe the best of the export growth recovery is already behind us and Asia’s export growth... Read More
What Could Go Wrong For Australia
Though tourism, education and rural exports contribute nearly one-quarter of Australia's exports, currency appreciation could pose the biggest risk for growth in these three sectors, according to Bank of... Read More
FDI Alone has fully funded India’s Current Account Deficit
India's foreign direct investment (FDI) will remain at last year’s elevated levels, though the FDI inflows momentum may wither and the incremental gains over the next few quarters may not... Read More
Job Creation And Destruction By Technology And Automation
By analyzing shares of IT sectors in economic activity in major developed countries using three aspects -- output, factor inputs and household consumption (demand) -- Deutsche Bank analysts conclude... Read More
China's Government Debt Will Remain Stable …. If There Is No Shock
As China's government debt will edge up modestly to 37.5% of GDP in 2017 and only rise slightly next year, Moody's analysts rate China’s fiscal strength at "Very High."... Read More
China’s Government Debt Will Remain Stable …. If There Is No Shock
As China's government debt will edge up modestly to 37.5% of GDP in 2017 and only rise slightly next year, Moody's analysts rate China’s fiscal strength at "Very High."... Read More
Already Second Highest In World, Australia's Household Debt Problem To Get Worse
While the Assuies have not have a recession in 25 years, Australia's household debt has long been a concern among many. Indeed, in 2016 JPMorgan called Australian housing shorts... Read More
Already Second Highest In World, Australia’s Household Debt Problem To Get Worse
While the Assuies have not have a recession in 25 years, Australia's household debt has long been a concern among many. Indeed, in 2016 JPMorgan called Australian housing shorts... Read More
“Trump Trades Are Down But Not Out”: BAML
Following the failure to push through healthcare reform, Trump trades have received a new lease on life, according to Baml analysts. Claudio Piron and colleagues reiterate their long USD/short... Read More
Deutsche Bank: Chinese Banks Not At "Tipping Point" … Yet, But Risks Are Growing
The credit-to-deposit ratio in China's Banking System witnessed a sharp rise by 27 ppts since 2011 to stay at the elevated level of 116% as of February, which is... Read More
Deutsche Bank: Chinese Banks Not At “Tipping Point” … Yet, But Risks Are Growing
The credit-to-deposit ratio in China's Banking System witnessed a sharp rise by 27 ppts since 2011 to stay at the elevated level of 116% as of February, which is... Read More
China Will Avoid Stagflation: HSBC
Despite witnessing rising prices and slowing growth, any risk of China facing stagflation is remote, according to one HSBC analyst. HSBC Chief Economist Xiaoping Ma believes it would be... Read More
Global Growth Momentum Will Continue In 2017: Goldman Sachs
As the financial conditions impulse points to sustained improvement in global growth momentum, Goldman Sachs places global growth for 2017 at the top end of the 3% to 3.5%... Read More
Banks Retaining More Conforming Loans On their Balance Sheets – What that Means For The GSEs
Despite residential housing prices in the U.S. witnessing a volatile ride over the past two decades, Goldman Sachs analysts expect U.S. nominal prices to grow by between 2.8% and 3.7%... Read More
