Monthly Archives: March 2013

debtcollector

Irish banks as debt collection agencies don’t need capital!

The supposed EU austerity success story Ireland continues to give a good account of itself in international trade but the domestic story is a mess.

March 28th, 2013 by

Financials

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douwe egberts

M&A: Big food deals going Dutch!

The food sector continues to be the M&A gift which keeps on giving. Investment bankers in Holland have had a busy week.

March 28th, 2013 by

Mergers and Acquisitions

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twist

Junk bonds debunk the ‘great rotation’ theories…

Remember those early January headlines about a great rotation out of bonds and into equities? Well, three months on it’s fair to say that that theory is about as credible as a Dutch finance minister.

March 28th, 2013 by

Debt

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bitcoin

FX: Currency wars are seeing one massive winner!

As currency wars are waged and a new Cyprus Rubble currency is born you might be surprised by which currency is the huge winner.

March 28th, 2013 by

Financials

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buchenwald

A bit of European perspective on whether to laugh or cry…..

Europe is taking flak from all sides at the moment. Bumbling politicians, dubious financial integrity and a plunging common currency designed to seal a common desire for peace.

March 27th, 2013 by

Editorial

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eurofins

European bank bonds crumbling on new Rubble currency…

Capital controls don’t just spell trouble for currency unions. What about those grand EU plans for banking union?  All for one, and one for……ehhh, not all.

March 26th, 2013 by

Financials

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superman

Bye-bye euro, say hello ‘superhuman’ Cyprus Rubble!

Not content with the Diesel BOOM bonfire antics of its Eurogroup President, the EU parliament seems determined to spawn new currencies across the eurozone.

March 26th, 2013 by

Financials

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piigs

European telecoms putting lipstick on PIIGS balance sheets?

We have noted in recent months that European telecoms stocks tend to suffer like banks on risk-off days. That’s not a huge surprise given the leveraged state of a number of balance sheets, particularly in the PIIGS region.

March 26th, 2013 by

Income

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experience

UK Funds: Watching 390 years of experience combine!

Often it is more insightful to watch what managements do rather than what they say. Schroders, the 200 year old asset manager, sold its investment bank in 2000 but is only now putting the proceeds to work.

March 26th, 2013 by

Funds

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muppetface

And now Eurogroup throws Dijsselbloem on the bonfire…

Ahhh the muppet show continues. It would seem Brussels was somewhat alarmed by the chaos caused to banking shares this afternoon by Eurogroup President Dijsselbloem’s comments.

March 25th, 2013 by

Financials

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